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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$43M +$1.16M +48,025 +3%
KHC
27
Koesten Hirschmann & Crabtree
Kansas
$41.8M +$1.23M +50,919 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$41.7M +$7.82M +322,553 +22%
Osaic Holdings
29
Osaic Holdings
Arizona
$39.1M -$5.36M -221,065 -12%
TWM
30
Tanglewood Wealth Management
Texas
$36.6M -$5.34M -220,313 -12%
HighTower Advisors
31
HighTower Advisors
Illinois
$36.5M -$168K -6,938 -0.4%
CCMG
32
Clark Capital Management Group
Pennsylvania
$35.9M +$1.15M +47,244 +3%
CPG
33
Cornerstone Planning Group
New Jersey
$33.6M -$62.4M -2,572,157 -65%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$33.4M +$8.68M +357,783 +34%
KCPG
35
Kavar Capital Partners Group
Kansas
$33M +$1.87M +77,025 +6%
LRIA
36
Leonard Rickey Investment Advisors
Washington
$32.9M +$606K +24,991 +2%
AA
37
ALPS Advisors
Colorado
$32.8M -$1.66M -68,284 -5%
PC
38
Prairiewood Capital
North Dakota
$32.4M +$1.13M +46,784 +4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$31.8M +$668K +27,530 +2%
Creative Planning
40
Creative Planning
Kansas
$31.5M +$206K +8,516 +0.6%
RCA
41
Resonant Capital Advisors
Wisconsin
$28.7M +$111K +4,570 +0.4%
KAS
42
Kestra Advisory Services
Texas
$27.8M -$5.51M -227,438 -16%
OFG
43
Oxford Financial Group
Indiana
$26.7M -$819K -33,775 -3%
PS
44
Planned Solutions
California
$24.7M +$216K +8,920 +0.9%
Mariner
45
Mariner
Kansas
$23.8M -$1.61M -66,428 -6%
Corient Private Wealth
46
Corient Private Wealth
Florida
$23.7M +$93.8K +3,869 +0.4%
CFA
47
Cahill Financial Advisors
Minnesota
$23.1M +$312K +12,847 +1%
SFS
48
Solitude Financial Services
Virginia
$22.4M +$1.01M +41,505 +5%
AWM
49
Allen Wealth Management
North Carolina
$22.4M +$174K +7,175 +0.8%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$21.9M +$1.14M +46,930 +5%