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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
QWM
51
Quadcap Wealth Management
Texas
$20.2M +$3.26M +134,482 +19%
HTC
52
Haverford Trust Company
Pennsylvania
$20.2M +$137K +5,630 +0.7%
CPC
53
Consolidated Planning Corp
Georgia
$20M +$6.03M +248,588 +42%
FSG
54
Financial Strategies Group
Michigan
$19.7M -$41M -1,692,518 -67%
WTA
55
Washington Trust Advisors
Massachusetts
$18.6M -$637K -26,267 -3%
MWP
56
Moller Wealth Partners
$18.2M -$653K -26,931 -3%
FCM
57
Firestone Capital Management
Florida
$17.7M -$256K -10,575 -1%
YAL
58
Your Advocates Ltd
Texas
$17.3M -$36K -1,484 -0.2%
EWP
59
Elevation Wealth Partners
California
$17.2M -$134K -5,509 -0.8%
CAC
60
Certified Advisory Corp
Florida
$17M +$2.08M +85,670 +14%
TCM
61
TruNorth Capital Management
Michigan
$15.6M +$1.97M +81,157 +14%
CWM
62
Cabot Wealth Management
Massachusetts
$15.4M -$430K -17,739 -3%
BWA
63
Burt Wealth Advisors
Maryland
$14.5M +$65.1K +2,686 +0.4%
SWA
64
Strata Wealth Advisors
Texas
$14.4M +$275K +11,352 +2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$14.3M +$38.9K +1,605 +0.3%
SIP
66
Sellwood Investment Partners
Oregon
$14.3M +$14.7M +604,259 New
WPIC
67
White Pine Investment Company
Michigan
$14.1M +$266K +10,987 +2%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$14M +$2.02M +83,499 +16%
Cerity Partners
69
Cerity Partners
New York
$14M +$3.16M +130,461 +28%
OIA
70
OneDigital Investment Advisors
Kansas
$14M +$509K +21,008 +4%
PPW
71
Pasadena Private Wealth
California
$13.6M +$172K +7,107 +1%
EF
72
Envision Financial
Wisconsin
$13.1M +$13.4M +554,122 New
TWM
73
Tradition Wealth Management
Minnesota
$13M +$22.8K +941 +0.2%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$12.3M +$1.99M +82,192 +19%
ES
75
Eagle Strategies
New York
$12.2M +$716K +29,529 +6%