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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 %
GP
501
Greenline Partners
New York
$111K +$111K +4,692 New
FPF
502
First Pacific Financial
Washington
$111K +$474 +20 +0.4%
HNB
503
Huntington National Bank
Ohio
$110K -$227K
IWA
504
Icon Wealth Advisors
Texas
$109K +$2.56K +108 +2%
ME
505
McIlrath & Eck
Washington
$109K +$237 +10 +0.2%
VWM
506
Venturi Wealth Management
Texas
$109K
CIAS
507
CBIZ Investment Advisory Services
Ohio
$103K
CA
508
Crewe Advisors
Utah
$101K
TLA
509
Tanglewood Legacy Advisors
Texas
$98.5K +$98.5K +4,159 New
Citigroup
510
Citigroup
New York
$96.2K -$3.2K -135 -3%
HNW
511
High Note Wealth
Minnesota
$96.2K +$96.2K +4,062 New
LDB
512
Lee, Danner & Bass
Tennessee
$93.5K +$93.5K +3,948 New
AT
513
Arlington Trust
Alabama
$92K
KWAG
514
Kiely Wealth Advisory Group
North Carolina
$89.5K -$179K -7,284 -67%
AssetMark Inc
515
AssetMark Inc
California
$89.2K +$56.8K +2,397 +175%
SIS
516
Sound Income Strategies
Florida
$87.2K
HIA
517
Harbor Investment Advisory
Maryland
$79.6K
RP
518
Rice Partnership
Hawaii
$77.8K -$33.2K -1,400 -30%
CFB
519
Cullen/Frost Bankers
Texas
$76.6K +$76.6K +3,234 New
AP
520
Aspect Partners
Virginia
$71.2K
SFC
521
SYM Financial Corp
Indiana
$68.4K
ADL
522
Asset Dedication LLC
California
$60.5K
SIC
523
SJS Investment Consulting
Ohio
$59.7K
WWP
524
WR Wealth Planners
Missouri
$59.2K +$261 +11 +0.4%
JFA
525
JNBA Financial Advisors
Minnesota
$56.4K