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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
SAM
501
Smartleaf Asset Management
Massachusetts
$1.07K
GEA
502
Glen Eagle Advisors
New Jersey
$1.06K -$957 -45 -48%
SVCP
503
Silicon Valley Capital Partners
California
$33
Susquehanna International Group
504
Susquehanna International Group
Pennsylvania
-$7.67M -371,289 Closed
ACM
505
Absolute Capital Management
Pennsylvania
-$4.86M -235,500 Closed
MWM
506
Meridian Wealth Management
Kentucky
-$2.46M -119,259 Closed
Jane Street
507
Jane Street
New York
-$813K -39,393 Closed
GM
508
GeoWealth Management
Illinois
-$674K -32,661 Closed
IWM
509
Iams Wealth Management
Nebraska
-$637K -30,849 Closed
EWA
510
Emergent Wealth Advisors
New York
-$369K -17,874 Closed
CAG
511
Csenge Advisory Group
Florida
-$299K -14,469 Closed
MSR
512
Main Street Research
Connecticut
-$283K -13,728 Closed
OC
513
Oarsman Capital
Wisconsin
-$262K -12,675 Closed
CAM
514
Clark Asset Management
New Hampshire
-$255K -12,366 Closed
IA
515
IFG Advisory
Georgia
-$253K -12,243 Closed
FWCM
516
Ferguson Wellman Capital Management
Oregon
-$247K -11,982 Closed
AC
517
AlphaCore Capital
California
-$247K -11,955 Closed
DWM
518
Destination Wealth Management
California
-$216K -10,461 Closed
CPRC
519
Consolidated Portfolio Review Corp
New York
-$209K -10,122 Closed
BJL
520
Brighton Jones LLC
Washington
-$203K -9,828 Closed
BTI
521
Blue Trust Inc
Georgia
-$124K -6,624 Closed
FHA
522
First Horizon Advisors
Tennessee
-$81.3K -3,936 Closed
TFG
523
Team Financial Group
California
-$60.1K -2,910 Closed
SA
524
Scarborough Advisors
Maryland
-$58.7K -2,844 Closed
ITIM
525
Indiana Trust & Investment Management
Indiana
-$37.8K -1,830 Closed