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Schwab Fundamental US Large Company Index ETF

627 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 39

66% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 154

10% more funds holding

Funds holding: 568627 (+59)

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

5% more capital invested

Capital invested by funds: $13.6B → $14.3B (+$701M)

162.68% less ownership

Funds ownership: 242.28%79.61% (-163%)

Holders
627
Holders Change
+59
Holders Change %
+10.39%
% of All Funds
8.26%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.83%
New
111
Increased
256
Reduced
154
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
451
Oak Wealth Advisors
Illinois
$250K +$256K +10,566 New
BAWC
452
Boyce & Associates Wealth Consulting
Texas
$245K
RDWM
453
Red Door Wealth Management
Tennessee
$244K +$250K +10,301 New
AWP
454
Astra Wealth Partners
New Jersey
$243K +$248K +10,245 New
VPIM
455
Vanguard Personalized Indexing Management
California
$240K
CWM
456
Castle Wealth Management
Florida
$236K
FWP
457
FAS Wealth Partners
Kansas
$234K +$10.3K +426 +4%
EWA
458
Elevate Wealth Advisory
Georgia
$233K
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$233K +$9.75K +402 +4%
Neuberger Berman Group
460
Neuberger Berman Group
New York
$232K
PL
461
Parthenon LLC
Kentucky
$231K
NWM
462
Nova Wealth Management
Florida
$229K +$234K +9,667 New
MCM
463
Mainstream Capital Management
California
$228K
GCP
464
Gill Capital Partners
Colorado
$227K +$232K +9,576 New
ST
465
Smithfield Trust
Pennsylvania
$225K
AG
466
Advocate Group
Minnesota
$223K
DWM
467
Destination Wealth Management
California
$222K +$14.5K +597 +7%
ST
468
Sabal Trust
Florida
$220K
WIC
469
Woodmont Investment Counsel
Tennessee
$219K +$225K +9,267 New
EGA
470
E&G Advisors
Texas
$216K
CFG
471
Citizens Financial Group
Rhode Island
$216K +$221K +9,117 New
CAG
472
Csenge Advisory Group
Florida
$214K -$417K -17,195 -65%
EFG
473
Elios Financial Group
Ohio
$214K -$9.84K -406 -4%
CFP
474
Catalyst Financial Partners
Massachusetts
$213K
AL
475
Aspiriant LLC
California
$213K