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Schwab Fundamental US Large Company Index ETF

501 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

12% more capital invested

Capital invested by funds: $10.9B → $12.3B (+$1.34B)

6% more funds holding in top 10

Funds holding in top 10: 5053 (+3)

5% more funds holding

Funds holding: 479501 (+22)

4.2% less ownership

Funds ownership: 246.39%242.2% (-4.2%)

Holders
501
Holders Change
+22
Holders Change %
+4.59%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.76%
New
63
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSG
51
Financial Strategies Group
Michigan
$18.7M -$1.53M -71,982 -8%
TWM
52
Tradition Wealth Management
Minnesota
$18.3M +$527K +24,807 +3%
MWP
53
Moller Wealth Partners
$17.8M -$630K -29,631 -4%
FCM
54
Firestone Capital Management
Florida
$17.3M +$139K +6,516 +0.9%
HTC
55
Haverford Trust Company
Pennsylvania
$16.7M +$513K +24,153 +3%
CWM
56
Cabot Wealth Management
Massachusetts
$16.4M -$316K -14,880 -2%
YAL
57
Your Advocates Ltd
Texas
$16.3M -$1.92M -90,354 -11%
EWP
58
Elevation Wealth Partners
California
$15.8M +$928K +43,647 +7%
BWA
59
Burt Wealth Advisors
Maryland
$15M +$695K +32,706 +5%
PPW
60
Pasadena Private Wealth
California
$13.7M -$1.1M -51,690 -8%
CPC
61
Consolidated Planning Corp
Georgia
$13.4M +$138K +6,486 +1%
SWA
62
Strata Wealth Advisors
Texas
$13.3M +$173K +8,136 +1%
SL
63
Systelligence LLC
Minnesota
$13.2M -$63.3K -2,979 -0.5%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$12.7M -$944K -44,397 -7%
WPIC
65
White Pine Investment Company
Michigan
$12.7M +$187K +8,781 +2%
TCM
66
TruNorth Capital Management
Michigan
$12.1M +$11.4M +536,883 New
PA
67
Prism Advisors
California
$11.9M +$324K +15,243 +3%
WFL
68
Wealth Forward LLC
North Dakota
$11.6M +$273K +12,831 +3%
OWM
69
Opes Wealth Management
California
$11.4M -$299K -14,046 -3%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$4.21M +197,928 +67%
RF
71
RHS Financial
California
$10.5M -$490K -23,040 -5%
QWM
72
Quadcap Wealth Management
Texas
$10.3M +$4.17M +196,302 +74%
CCA
73
Cobblestone Capital Advisors
New York
$10.3M -$112K -5,268 -1%
CPCP
74
Cedar Point Capital Partners
Iowa
$10.1M +$194K +9,120 +2%
Cerity Partners
75
Cerity Partners
New York
$10M -$1.44M -67,611 -13%