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Schwab Fundamental US Large Company Index ETF

623 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 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NP
476
NorthRock Partners
Minnesota
$209K +$39.3K +1,659 +23%
GC
477
Grimes & Company
Massachusetts
$208K -$1.33K -56 -0.6%
AI
478
Atria Investments
North Carolina
$206K -$41.5K -1,754 -17%
CPC
479
Cookson Peirce & Co
Pennsylvania
$203K +$203K +8,592 New
SFWA
480
Summit Financial Wealth Advisors
Louisiana
$203K +$203K +8,304 New
PCWA
481
Pacific Capital Wealth Advisors
California
$200K
SC
482
SouthState Corp
Florida
$197K
FFA
483
Farther Finance Advisors
California
$190K +$5.52K +233 +3%
PMFA
484
Plante Moran Financial Advisors
Michigan
$182K
RIL
485
Rothschild Investment LLC
Illinois
$180K
AIC
486
Archer Investment Corporation
Indiana
$171K +$781 +33 +0.5%
Russell Investments Group
487
Russell Investments Group
United Kingdom
$153K +$128K +5,421 +528%
Bessemer Group
488
Bessemer Group
New Jersey
$145K +$145K +6,124 New
CJ
489
Caitlin John
Michigan
$141K -$282K -11,922 -67%
FCT
490
First Community Trust
Iowa
$141K
SSB
491
Sandy Spring Bank
Maryland
$134K -$10.2K -429 -7%
FRA
492
Front Row Advisors
California
$134K
CF
493
Centaurus Financial
California
$133K +$7.17K +302 +6%
WAG
494
Windsor Advisory Group
Ohio
$131K +$131K +5,520 New
BIM
495
Breakwater Investment Management
Washington
$128K
GGI
496
Godsey & Gibb Inc
Virginia
$127K -$36.4K -1,536 -22%
LC
497
Lindbrook Capital
California
$126K
BTI
498
Blue Trust Inc
Georgia
$126K +$123K +5,193 +4,026%
GWM
499
Geneos Wealth Management
Colorado
$120K +$94.5K +3,990 +365%
BFPW
500
BOK Financial Private Wealth
Colorado
$115K +$115K +4,860 New