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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$39.3M +$2.15M +101,277 +6%
KHC
27
Koesten Hirschmann & Crabtree
Kansas
$39.2M -$886K -41,679 -2%
UBS Group
28
UBS Group
Switzerland
$36.2M +$2.16M +101,733 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$32.5M +$630K +29,616 +2%
CCMG
30
Clark Capital Management Group
Pennsylvania
$31.5M -$18.1M -850,191 -38%
LRIA
31
Leonard Rickey Investment Advisors
Washington
$29.8M +$440K +20,697 +2%
LPL Financial
32
LPL Financial
California
$29M +$1.57M +73,746 +6%
Creative Planning
33
Creative Planning
Kansas
$28.4M +$37.1K +1,746 +0.1%
KCPG
34
Kavar Capital Partners Group
Kansas
$28.1M -$23.4M -1,102,503 -47%
OFG
35
Oxford Financial Group
Indiana
$27.6M -$741K -34,860 -3%
PC
36
Prairiewood Capital
North Dakota
$27.4M +$2.06M +96,906 +9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$15.2M +712,689 +143%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$26.4M +$2.61M +122,586 +12%
LNC
39
Lincoln National Corp
Pennsylvania
$25.6M -$613K -28,818 -2%
RCA
40
Resonant Capital Advisors
Wisconsin
$25.3M +$665K +31,284 +3%
CFA
41
Cahill Financial Advisors
Minnesota
$25M -$758K -35,670 -3%
Osaic Holdings
42
Osaic Holdings
Arizona
$24.3M -$16.6M -783,081 -42%
PS
43
Planned Solutions
California
$23.1M +$142K +6,684 +0.7%
Corient Private Wealth
44
Corient Private Wealth
Florida
$22.4M +$718K +33,783 +4%
Mariner
45
Mariner
Kansas
$22.3M +$6.66M +313,128 +46%
KAS
46
Kestra Advisory Services
Texas
$22.3M +$2.4M +112,935 +13%
GC
47
Gratus Capital
Georgia
$21.5M +$18.1M +851,808 +807%
WTA
48
Washington Trust Advisors
Massachusetts
$19.7M -$265K -12,456 -1%
SFS
49
Solitude Financial Services
Virginia
$19.6M +$17.2M +807,051 +1,212%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$19.1M +$627K +29,496 +4%