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Schwab Fundamental US Large Company Index ETF

501 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

12% more capital invested

Capital invested by funds: $10.9B → $12.3B (+$1.34B)

6% more funds holding in top 10

Funds holding in top 10: 5053 (+3)

5% more funds holding

Funds holding: 479501 (+22)

4.2% less ownership

Funds ownership: 246.39%242.2% (-4.2%)

Holders
501
Holders Change
+22
Holders Change %
+4.59%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.76%
New
63
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
451
Adirondack Trust Company
New York
$25.9K
BAM
452
Bellevue Asset Management
Washington
$25.9K +$64 +3 +0.3%
VL
453
Vima LLC
Michigan
$24.7K +$28.7K +1,350 New
National Bank of Canada
454
National Bank of Canada
Quebec, Canada
$22.9K
IRC
455
Investors Research Corp
Georgia
$22.8K -$10.6K -498 -33%
RP
456
Rice Partnership
Hawaii
$20.8K +$19.7K +927 New
LFA
457
LGT Financial Advisors
Texas
$19.2K +$64 +3 +0.4%
FFO
458
Fortitude Family Office
Arizona
$19.1K -$3.95K -186 -18%
MRCM
459
M&R Capital Management
New Jersey
$18.6K -$446 -21 -2%
CIA
460
Cape Investment Advisory
Georgia
$17.7K -$36.7K -1,725 -69%
KFI
461
Key Financial Inc
Pennsylvania
$16.8K
AEPWM
462
Atlantic Edge Private Wealth Management
Florida
$15.6K
WIC
463
Woodmont Investment Counsel
Tennessee
$15.3K +$14.5K +681 New
BL
464
BFSG LLC
California
$14.8K +$14K +657 New
CAL
465
Capital Advisors Ltd
Ohio
$14K
PK
466
Pflug Koory
Nebraska
$13.5K
LWA
467
Lowe Wealth Advisors
Maryland
$13.1K
BNP Paribas Financial Markets
468
BNP Paribas Financial Markets
France
$13K +$12.3K +579 New
SL
469
Salomon & Ludwin
Virginia
$12.4K
GWSG
470
GPS Wealth Strategies Group
Colorado
$10.6K +$3.19K +150 +46%
AssetMark Inc
471
AssetMark Inc
California
$10.2K -$222K -10,464 -96%
WWMSC
472
Wagner Wealth Management (South Carolina)
South Carolina
$10.2K +$1.15K +54 +13%
GWANC
473
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.1K -$6.63K -312 -41%
EW
474
Element Wealth
Mississippi
$8.69K
HWA
475
Heritage Wealth Advisors
Virginia
$8.42K