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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
IWP
551
IAG Wealth Partners
Wisconsin
$26.3K
IRC
552
Investors Research Corp
Georgia
$24.1K
OP
553
ORG Partners
Indiana
$23.9K
GSWM
554
Golden State Wealth Management
California
$22.9K +$23.5K +969 New
RWM
555
Rialto Wealth Management
New York
$22.9K +$23.5K +969 New
GWANC
556
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9K +$22.4K +924 New
FFO
557
Fortitude Family Office
Arizona
$20.3K +$48 +2 +0.2%
KSWA
558
Kathleen S. Wright Associates
Pennsylvania
$19.5K
CFGS
559
Concourse Financial Group Securities
Alabama
$19.3K -$1.04K -43 -5%
CIA
560
Cape Investment Advisory
Georgia
$18.8K
AIM
561
Anchor Investment Management
South Carolina
$18.7K +$19.2K +790 New
BA
562
Bristlecone Advisors
Washington
$18.6K +$97 +4 +0.5%
HWM
563
Hemington Wealth Management
Virginia
$18K -$38.7K -1,596 -67%
WWMSC
564
Wagner Wealth Management (South Carolina)
South Carolina
$17.9K +$3.76K +155 +26%
KFI
565
Key Financial Inc
Pennsylvania
$17.8K
SL
566
Salomon & Ludwin
Virginia
$17.7K +$4.73K +195 +35%
MM
567
Main Management
California
$17K
AEPWM
568
Atlantic Edge Private Wealth Management
Florida
$16.6K
TAM
569
Tucker Asset Management
Colorado
$15.6K +$6.55K +270 +70%
HI
570
Human Investing
Oregon
$15.3K +$15.7K +648 New
CAL
571
Capital Advisors Ltd
Ohio
$15K
AAG
572
Armstrong Advisory Group
Massachusetts
$14.7K
PK
573
Pflug Koory
Nebraska
$14.2K
CMP
574
Coston McIsaac & Partners
Maine
$12K
BCMLT
575
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K