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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
MAS
476
Meeder Advisory Services
Ohio
$211K -$216K -8,911 -50%
CCM
477
Condor Capital Management
New Jersey
$210K +$73 +3 +0%
NP
478
NorthRock Partners
Minnesota
$209K +$40.2K +1,659 +23%
GC
479
Grimes & Company
Massachusetts
$208K -$1.36K -56 -0.6%
AI
480
Atria Investments
North Carolina
$206K -$42.5K -1,754 -17%
CPC
481
Cookson Peirce & Co
Pennsylvania
$203K +$208K +8,592 New
SFWA
482
Summit Financial Wealth Advisors
Louisiana
$203K +$201K +8,304 New
PCWA
483
Pacific Capital Wealth Advisors
California
$200K
SC
484
SouthState Corp
Florida
$197K
FFA
485
Farther Finance Advisors
California
$190K +$5.65K +233 +3%
PMFA
486
Plante Moran Financial Advisors
Michigan
$182K
RIL
487
Rothschild Investment LLC
Illinois
$180K
AIC
488
Archer Investment Corporation
Indiana
$171K +$800 +33 +0.5%
Russell Investments Group
489
Russell Investments Group
United Kingdom
$153K +$131K +5,421 +528%
Bessemer Group
490
Bessemer Group
New Jersey
$145K +$148K +6,124 New
CJ
491
Caitlin John
Michigan
$141K -$289K -11,922 -67%
FCT
492
First Community Trust
Iowa
$141K
SSB
493
Sandy Spring Bank
Maryland
$134K -$10.4K -429 -7%
FRA
494
Front Row Advisors
California
$134K
CF
495
Centaurus Financial
California
$133K +$7.32K +302 +6%
WAG
496
Windsor Advisory Group
Ohio
$131K +$134K +5,520 New
BIM
497
Breakwater Investment Management
Washington
$128K
GGI
498
Godsey & Gibb Inc
Virginia
$127K -$37.2K -1,536 -22%
LC
499
Lindbrook Capital
California
$126K
BTI
500
Blue Trust Inc
Georgia
$126K +$126K +5,193 +4,026%