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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
LFA
626
LGT Financial Advisors
Texas
$402 -$7.37K -304 -95%
AI
627
Arvest Investments
Arkansas
$355
BL
628
BFSG LLC
California
$285
ZIMP
629
Zimmermann Investment Management & Planning
Pennsylvania
-$11.3M -471,837 Closed
Prudential Financial
630
Prudential Financial
New Jersey
-$10.4M -436,275 Closed
Tudor Investment Corp
631
Tudor Investment Corp
Connecticut
-$4.84M -202,485 Closed
MSFS
632
Main Street Financial Solutions
Pennsylvania
-$4.52M -188,838 Closed
TNA
633
True North Advisors
Texas
-$3.17M -132,456 Closed
NDSI
634
Newman Dignan & Sheerar Inc
Rhode Island
-$458K -57,300 Closed
CWM
635
Cedar Wealth Management
California
-$1.12M -46,746 Closed
YIH
636
Y-Intercept (HK)
Hong Kong
-$1.04M -43,653 Closed
PA
637
Prism Advisors
California
-$708K -29,613 Closed
MW
638
Maia Wealth
Colorado
-$228K -28,626 Closed
SSWM
639
Smith Salley Wealth Management
North Carolina
-$657K -27,471 Closed
DAS
640
Diversify Advisory Services
Utah
-$214K -26,700 Closed
TRCT
641
Tower Research Capital (TRC)
New York
-$624K -26,085 Closed
WFAG
642
Worth Financial Advisory Group
North Carolina
-$457K -19,119 Closed
OMC
643
Old Mission Capital
Illinois
-$432K -18,057 Closed
HF
644
HRT Financial
New York
-$378K -15,828 Closed
CA
645
CapWealth Advisors
Tennessee
-$330K -13,791 Closed
YCM
646
Yousif Capital Management
Michigan
-$301K -12,600 Closed
CWM
647
Connecticut Wealth Management
Connecticut
-$296K -12,363 Closed
DAS
648
Dynamic Advisor Solutions
Arizona
-$269K -11,244 Closed
PCMK
649
Paragon Capital Management (Kansas)
Kansas
-$254K -10,632 Closed
FIA
650
Foundations Investment Advisors
Arizona
-$237K -9,921 Closed