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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
GWM
501
Geneos Wealth Management
Colorado
$120K +$96.7K +3,990 +365%
BFPW
502
BOK Financial Private Wealth
Colorado
$115K +$118K +4,860 New
GP
503
Greenline Partners
New York
$111K +$114K +4,692 New
FPF
504
First Pacific Financial
Washington
$111K +$485 +20 +0.4%
HNB
505
Huntington National Bank
Ohio
$110K
IWA
506
Icon Wealth Advisors
Texas
$109K +$2.62K +108 +2%
ME
507
McIlrath & Eck
Washington
$109K +$242 +10 +0.2%
VWM
508
Venturi Wealth Management
Texas
$109K
CIAS
509
CBIZ Investment Advisory Services
Ohio
$103K
CA
510
Crewe Advisors
Utah
$101K
TLA
511
Tanglewood Legacy Advisors
Texas
$98.5K +$101K +4,159 New
Citigroup
512
Citigroup
New York
$96.2K -$3.27K -135 -3%
HNW
513
High Note Wealth
Minnesota
$96.2K +$98.5K +4,062 New
LDB
514
Lee, Danner & Bass
Tennessee
$93.5K +$95.7K +3,948 New
AT
515
Arlington Trust
Alabama
$92K
KWAG
516
Kiely Wealth Advisory Group
North Carolina
$89.5K -$177K -7,284 -67%
AssetMark Inc
517
AssetMark Inc
California
$89.2K +$58.1K +2,397 +175%
SIS
518
Sound Income Strategies
Florida
$87.2K
HIA
519
Harbor Investment Advisory
Maryland
$79.6K
RP
520
Rice Partnership
Hawaii
$77.8K -$33.9K -1,400 -30%
CFB
521
Cullen/Frost Bankers
Texas
$76.6K +$78.4K +3,234 New
AP
522
Aspect Partners
Virginia
$71.2K
SFC
523
SYM Financial Corp
Indiana
$68.4K
ADL
524
Asset Dedication LLC
California
$60.5K
SIC
525
SJS Investment Consulting
Ohio
$59.7K