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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
8.29%
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 %
OP
551
ORG Partners
Indiana
$23.9K
RWM
552
Rialto Wealth Management
New York
$22.9K +$22.9K +969 New
GSWM
553
Golden State Wealth Management
California
$22.9K +$22.9K +969 New
GWANC
554
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9K +$21.9K +924 New
FFO
555
Fortitude Family Office
Arizona
$20.3K +$47 +2 +0.2%
KSWA
556
Kathleen S. Wright Associates
Pennsylvania
$19.5K
CFGS
557
Concourse Financial Group Securities
Alabama
$19.3K -$1.06K -43 -5%
CIA
558
Cape Investment Advisory
Georgia
$18.8K
AIM
559
Anchor Investment Management
South Carolina
$18.7K +$18.7K +790 New
BA
560
Bristlecone Advisors
Washington
$18.6K +$95 +4 +0.5%
HWM
561
Hemington Wealth Management
Virginia
$18K -$36K -1,596 -67%
WWM
562
Wagner Wealth Management
South Carolina
$17.9K +$3.67K +155 +26%
KFI
563
Key Financial Inc
Pennsylvania
$17.8K
SL
564
Salomon & Ludwin
Virginia
$17.7K +$4.62K +195 +35%
MM
565
Main Management
California
$17K
AEPWM
566
Atlantic Edge Private Wealth Management
Florida
$16.6K
TAM
567
Tucker Asset Management
Colorado
$15.6K +$6.39K +270 +70%
HI
568
Human Investing
Oregon
$15.3K +$15.3K +648 New
CAL
569
Capital Advisors Ltd
Ohio
$15K
AAG
570
Armstrong Advisory Group
Massachusetts
$14.7K
PK
571
Pflug Koory
Nebraska
$14.2K
CMP
572
Coston McIsaac & Partners
Maine
$12K
BCMLT
573
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K
GWSG
574
GPS Wealth Strategies Group
Colorado
$11.2K
CFS
575
CGC Financial Services
Oregon
$10.2K -$66K -2,787 -87%