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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
RA
476
Ransom Advisory
Rhode Island
$8.36K +$7.91K +372 New
HPIA
477
Hamilton Point Investment Advisors
North Carolina
$7.82K
DF
478
Dunhill Financial
United Kingdom
$7.14K +$6.76K +318 New
WAG
479
Wiser Advisor Group
Arizona
$7.01K
HCM
480
Hollencrest Capital Management
California
$6.4K
DAM
481
Delta Asset Management
Tennessee
$6.07K
AI
482
Arvest Investments
Arkansas
$5.46K
WPWM
483
Western Pacific Wealth Management
Illinois
$5.26K +$4.97K +234 New
HFS
484
Hantz Financial Services
Michigan
$5K -$9.63K -453 -68%
HGERS
485
Householder Group Estate & Retirement Specialist
Arizona
$4.85K
SWA
486
SOA Wealth Advisors
New York
$4.85K
FGAM
487
Financial Gravity Asset Management
Texas
$4.72K +$4.46K +210 New
KA
488
Kozak & Associates
Colorado
$4.26K
MFT
489
Moisand Fitzgerald Tamayo
Florida
$4.25K -$3.95K -186 -50%
FMP
490
Financial Management Professionals
Texas
$4K
NP
491
NorthRock Partners
Minnesota
$3.98K
CFGS
492
Concourse Financial Group Securities
Alabama
$3.84K +$3.63K +171 New
CIAS
493
Capital Investment Advisory Services
North Carolina
$3.71K
RF
494
Robinswood Financial
Washington
$3.71K
GIA
495
GHP Investment Advisors
Colorado
$3.1K
AW
496
Avion Wealth
Texas
$3K
ACA
497
Atlas Capital Advisors
Wyoming
$2.56K
CT
498
Colonial Trust
South Carolina
$2.29K
AFWM
499
Abich Financial Wealth Management
Virginia
$2.22K
RCM
500
Raleigh Capital Management
North Carolina
$2.1K +$1.98K +93 New