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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 %
UCB
601
United Community Bank
South Carolina
$3.69K +$3.69K +156 New
CAS
602
Coppell Advisory Solutions
Texas
$3.4K
FMP
603
Financial Management Professionals
Texas
$3.36K -$474 -20 -12%
GIA
604
GHP Investment Advisors
Colorado
$3.27K
GK
605
Graney & King
New York
$2.83K +$2.83K +119 New
FWM
606
FSA Wealth Management
Massachusetts
$2.75K -$734 -31 -21%
ACA
607
Atlas Capital Advisors
Wyoming
$2.7K
RCM
608
Raleigh Capital Management
North Carolina
$2.24K +$47 +2 +2%
GEA
609
Glen Eagle Advisors
New Jersey
$2.23K -$47 -2 -2%
NIA
610
NBZ Investment Advisors
Tennessee
$2.06K +$2.06K +87 New
PIP
611
Peachtree Investment Partners
Florida
$2.04K +$2.04K +86 New
AW
612
Avion Wealth
Texas
$2K
BF
613
BOK Financial
Oklahoma
$1.27K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$1.21K +$1.21K +51 New
SAM
615
Smartleaf Asset Management
Massachusetts
$1.13K
KFP
616
Keener Financial Planning
Texas
$1K +$1K +72 New
WTFG
617
Wood Tarver Financial Group
Idaho
$1K +$1K +75 New
CPBTD
618
Central Pacific Bank - Trust Division
Hawaii
$995 +$995 +42 New
AIA
619
Armor Investment Advisors
North Carolina
$995 +$995 +42 New
BNP Paribas Financial Markets
620
BNP Paribas Financial Markets
France
$545 +$190 +8 +53%
VHAM
621
Van Hulzen Asset Management
California
$427 +$427 +18 New
LFA
622
LGT Financial Advisors
Texas
$402 -$7.19K -304 -95%
AI
623
Arvest Investments
Arkansas
$355
BL
624
BFSG LLC
California
$285
ZIMP
625
Zimmermann Investment Management & Planning
Pennsylvania
-$11.3M -471,837 Closed