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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
GWSG
576
GPS Wealth Strategies Group
Colorado
$11.2K
CFS
577
CGC Financial Services
Oregon
$10.2K -$67.6K -2,787 -87%
BGWM
578
Bridge Generations Wealth Management
Florida
$10.2K +$10.4K +431 New
TCM
579
TD Capital Management
Tennessee
$9.78K +$10K +413 New
EW
580
Element Wealth
Mississippi
$9.16K
PPA
581
Painted Porch Advisors
California
$9.02K
HWA
582
Heritage Wealth Advisors
Virginia
$8.88K
RA
583
Ransom Advisory
Rhode Island
$8.81K
CTC
584
Central Trust Company
Missouri
$8.31K
HPIA
585
Hamilton Point Investment Advisors
North Carolina
$8.24K
TC
586
Truvestments Capital
Florida
$8.1K
WAG
587
Wiser Advisor Group
Arizona
$7.49K +$24 +1 +0.3%
MMCM
588
Murphy & Mullick Capital Management
New York
$7.39K +$7.57K +312 New
EFP
589
EnRich Financial Partners
Wisconsin
$7.25K
EWA
590
EverSource Wealth Advisors
Alabama
$7.1K
AWM
591
Accredited Wealth Management
Kentucky
$7.1K +$7.27K +300 New
HCP
592
Hexagon Capital Partners
Arkansas
$6.89K
HCM
593
Hollencrest Capital Management
California
$6.75K
DAM
594
Delta Asset Management
Tennessee
$6.39K
AA
595
Ancora Advisors
Ohio
$5.97K
CPL
596
Capital & Planning LLC
Georgia
$5.9K +$6.04K +249 New
FGC
597
Financial Gravity Companies
Texas
$4.97K
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$4.48K
MFT
599
Moisand Fitzgerald Tamayo
Florida
$4.48K
PA
600
PSI Advisors
Florida
$4.19K