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Schwab Fundamental US Large Company Index ETF

623 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 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RDWM
451
Red Door Wealth Management
Tennessee
$244K +$244K +10,301 New
AWP
452
Astra Wealth Partners
New Jersey
$243K +$243K +10,245 New
VPIM
453
Vanguard Personalized Indexing Management
California
$240K
CWM
454
Castle Wealth Management
Florida
$236K
FWP
455
FAS Wealth Partners
Kansas
$234K +$10.1K +426 +4%
EWA
456
Elevate Wealth Advisory
Georgia
$233K
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$233K +$9.52K +402 +4%
Neuberger Berman Group
458
Neuberger Berman Group
New York
$232K
PL
459
Parthenon LLC
Kentucky
$231K
NWM
460
Nova Wealth Management
Florida
$229K +$229K +9,667 New
MCM
461
Mainstream Capital Management
California
$228K
GCP
462
Gill Capital Partners
Colorado
$227K +$227K +9,576 New
ST
463
Smithfield Trust
Pennsylvania
$225K
AG
464
Advocate Group
Minnesota
$223K
DWM
465
Destination Wealth Management
California
$222K +$14.1K +597 +7%
ST
466
Sabal Trust
Florida
$220K
WIC
467
Woodmont Investment Counsel
Tennessee
$219K +$219K +9,267 New
EGA
468
E&G Advisors
Texas
$216K
CFG
469
Citizens Financial Group
Rhode Island
$216K +$216K +9,117 New
CAG
470
Csenge Advisory Group
Florida
$214K -$407K -17,195 -65%
EFG
471
Elios Financial Group
Ohio
$214K -$9.61K -406 -4%
CFP
472
Catalyst Financial Partners
Massachusetts
$213K
AL
473
Aspiriant LLC
California
$213K
MAS
474
Meeder Advisory Services
Ohio
$211K -$211K -8,911 -50%
CCM
475
Condor Capital Management
New Jersey
$210K +$71 +3 +0%