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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 %
BAM
526
Bellevue Asset Management
Washington
$56.1K +$38.7K +1,636 +223%
BBHC
527
Brown Brothers Harriman & Co
New York
$54.6K +$54.6K +2,304 New
TFGT
528
TS Financial Group (TSFG)
Illinois
$51K
IHWM
529
Iron Horse Wealth Management
Iowa
$50.4K
NFSG
530
Newbridge Financial Services Group
Florida
$49.7K +$49.7K +2,100 New
PWA
531
Physician Wealth Advisors
Utah
$49.2K +$49.2K +2,079 New
MSWA
532
Marshall & Sterling Wealth Advisors
New York
$48.5K +$48.5K +2,049 New
KBFS
533
Kohmann Bosshard Financial Services
Ohio
$44.7K +$44.7K +1,887 New
T
534
Tidemark
California
$42.6K +$260 +11 +0.6%
ACA
535
American Capital Advisory
Idaho
$42.3K +$189 +8 +0.5%
GWSA
536
Global Wealth Strategies & Associates
Colorado
$41K +$142 +6 +0.3%
MFS
537
Mattson Financial Services
Michigan
$36K +$36K +502 New
DRP
538
Decker Retirement Planning
Utah
$35.5K +$35.5K +1,500 New
CA
539
Clearstead Advisors
Ohio
$35.3K +$24 +1 +0.1%
MFA
540
McClarren Financial Advisors
Pennsylvania
$35K +$35K +1,509 New
PS
541
Pinney & Scofield
Massachusetts
$33K +$33K +1,395 New
OC
542
Oarsman Capital
Wisconsin
$32.3K +$32.3K +1,365 New
CP
543
Castleview Partners
Texas
$31.9K
WP
544
WealthShield Partners
North Carolina
$31.7K +$118 +5 +0.4%
RMP
545
Richards, Merrill & Peterson
Washington
$30.3K +$30.3K +1,281 New
WT
546
Washington Trust
Rhode Island
$29.7K +$20K +846 +207%
PB
547
Pinnacle Bancorp
Nebraska
$29.6K +$18.5K +781 +167%
ATC
548
Adirondack Trust Company
New York
$27.4K
IWP
549
IAG Wealth Partners
Wisconsin
$26.3K
IRC
550
Investors Research Corp
Georgia
$24.1K