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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
CBT
601
Crews Bank & Trust
Florida
$3.98K +$4.07K +168 New
RF
602
Robinswood Financial
Washington
$3.91K
CT
603
Colonial Trust
South Carolina
$3.84K
FFA
604
Founders Financial Alliance
North Carolina
$3.84K
UCB
605
United Community Bank
South Carolina
$3.69K +$3.78K +156 New
CAS
606
Coppell Advisory Solutions
Texas
$3.4K
FMP
607
Financial Management Professionals
Texas
$3.36K -$485 -20 -12%
GIA
608
GHP Investment Advisors
Colorado
$3.27K
GK
609
Graney & King
New York
$2.83K +$2.88K +119 New
FWM
610
FSA Wealth Management
Massachusetts
$2.75K -$752 -31 -21%
ACA
611
Atlas Capital Advisors
Wyoming
$2.7K
RCM
612
Raleigh Capital Management
North Carolina
$2.24K +$48 +2 +2%
GEA
613
Glen Eagle Advisors
New Jersey
$2.23K -$48 -2 -2%
NIA
614
NBZ Investment Advisors
Tennessee
$2.06K +$2.11K +87 New
PIP
615
Peachtree Investment Partners
Florida
$2.04K +$2.08K +86 New
AW
616
Avion Wealth
Texas
$2K
BF
617
BOK Financial
Oklahoma
$1.27K
PFBT
618
Parkside Financial Bank & Trust
Missouri
$1.21K +$1.24K +51 New
SAM
619
Smartleaf Asset Management
Massachusetts
$1.13K
KFP
620
Keener Financial Planning
Texas
$1K +$1.75K +72 New
WTFG
621
Wood Tarver Financial Group
Idaho
$1K +$1.82K +75 New
AIA
622
Armor Investment Advisors
North Carolina
$995 +$1.02K +42 New
CPBTD
623
Central Pacific Bank - Trust Division
Hawaii
$995 +$1.02K +42 New
BNP Paribas Financial Markets
624
BNP Paribas Financial Markets
France
$545 +$194 +8 +53%
VHAM
625
Van Hulzen Asset Management
California
$427 +$436 +18 New