We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF

479 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 29

172% more call options, than puts

Call options by funds: $353K | Put options by funds: $130K

53% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 125

25% more funds holding in top 10

Funds holding in top 10: 4050 (+10)

18% more capital invested

Capital invested by funds: $9.26B → $10.9B (+$1.68B)

17% more funds holding

Funds holding: 411479 (+68)

4.41% more ownership

Funds ownership: 241.99%246.39% (+4.4%)

Holders
479
Holders Change
+68
Holders Change %
+16.55%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
104
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
476
Glen Eagle Advisors
New Jersey
$1.94K
EWA
477
EverSource Wealth Advisors
Alabama
$1.49K +$1.15K +60 +500%
TFA
478
Transamerica Financial Advisors
Florida
$1K
SAM
479
Smartleaf Asset Management
Massachusetts
$993 +$923 +48 New
TRCT
480
Tower Research Capital (TRC)
New York
$248 -$419K -21,804 -100%
SVCP
481
Silicon Valley Capital Partners
California
$30
AWA
482
Alaska Wealth Advisors
Alaska
$7
CWA
483
Consilium Wealth Advisory
Texas
-$697K -37,338 Closed
Citadel Advisors
484
Citadel Advisors
Florida
-$658K -35,253 Closed
UCFA
485
United Capital Financial Advisors
Texas
-$353K -18,918 Closed
Bank of New York Mellon
486
Bank of New York Mellon
New York
-$277K -14,823 Closed
AAS
487
Avantax Advisory Services
Texas
-$241K -12,906 Closed
DWP
488
Daymark Wealth Partners
Ohio
-$237K -12,702 Closed
Bessemer Group
489
Bessemer Group
New Jersey
-$228K -12,204 Closed
TF
490
Theory Financial
Colorado
-$228K -12,204 Closed
BCMLT
491
Beacon Capital Management LLC (Tennessee)
Tennessee
-$224K -11,694 Closed
WS
492
Wedbush Securities
California
-$200K -10,743 Closed
CSPIA
493
Cary Street Partners Investment Advisory
Virginia
-$87.7K -4,701 Closed
WWM
494
Wolff Wiese Magana
California
-$69.1K -3,705 Closed
PO
495
Private Ocean
California
-$35.9K -1,926 Closed
WFA
496
WestHill Financial Advisors
California
-$28.6K -1,533 Closed
CIA
497
Choate Investment Advisors
Massachusetts
-$27.4K -1,467 Closed
PB
498
Pinnacle Bancorp
Nebraska
-$27.3K -1,464 Closed
GI
499
Gradient Investments
Minnesota
-$25.1K -1,344 Closed
AAP
500
Arax Advisory Partners
Colorado
-$22.4K -1,200 Closed