We are live on ! Find out more
FNDX icon

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
WWP
526
WR Wealth Planners
Missouri
$59.2K +$267 +11 +0.4%
JFA
527
JNBA Financial Advisors
Minnesota
$56.4K
BAM
528
Bellevue Asset Management
Washington
$56.1K +$39.7K +1,636 +223%
BBHC
529
Brown Brothers Harriman & Co
New York
$54.6K +$55.9K +2,304 New
TFGT
530
TS Financial Group (TSFG)
Illinois
$51K
IHWM
531
Iron Horse Wealth Management
Iowa
$50.4K
NFSG
532
Newbridge Financial Services Group
Florida
$49.7K +$50.9K +2,100 New
PWA
533
Physician Wealth Advisors
Utah
$49.2K +$50.4K +2,079 New
MSWA
534
Marshall & Sterling Wealth Advisors
New York
$48.5K +$49.7K +2,049 New
KBFS
535
Kohmann Bosshard Financial Services
Ohio
$44.7K +$45.8K +1,887 New
T
536
Tidemark
California
$42.6K +$267 +11 +0.6%
ACA
537
American Capital Advisory
Idaho
$42.3K +$194 +8 +0.5%
GWSA
538
Global Wealth Strategies & Associates
Colorado
$41K +$145 +6 +0.3%
MFS
539
Mattson Financial Services
Michigan
$36K +$12.2K +502 New
DRP
540
Decker Retirement Planning
Utah
$35.5K +$36.4K +1,500 New
CA
541
Clearstead Advisors
Ohio
$35.3K +$24 +1 +0.1%
MFA
542
McClarren Financial Advisors
Pennsylvania
$35K +$36.6K +1,509 New
PS
543
Pinney & Scofield
Massachusetts
$33K +$33.8K +1,395 New
OC
544
Oarsman Capital
Wisconsin
$32.3K +$33.1K +1,365 New
CP
545
Castleview Partners
Texas
$31.9K
WP
546
WealthShield Partners
North Carolina
$31.7K +$121 +5 +0.4%
RMP
547
Richards, Merrill & Peterson
Washington
$30.3K +$31.1K +1,281 New
WT
548
Washington Trust
Rhode Island
$29.7K +$20.5K +846 +207%
PB
549
Pinnacle Bancorp
Nebraska
$29.6K +$18.9K +781 +167%
ATC
550
Adirondack Trust Company
New York
$27.4K