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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
VP
76
Verum Partners
North Carolina
$9.86M +$2.06M +96,762 +28%
PCA
77
Pallas Capital Advisors
Massachusetts
$9.63M -$356K -16,752 -4%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$9.53M +$3.32M +155,988 +58%
SFP
79
Sterling Financial Planning
New Jersey
$9.2M -$153K -7,200 -2%
AFA
80
Arlington Financial Advisors
California
$9.14M -$13.8M -649,449 -61%
NCM
81
Northland Capital Management
Minnesota
$9.02M +$46.1K +2,169 +0.5%
LFA
82
Legend Financial Advisors
Pennsylvania
$9.01M +$195K +9,189 +2%
MTWM
83
Masso Torrence Wealth Management
New Jersey
$8.69M +$583K +27,405 +8%
Prudential Financial
84
Prudential Financial
New Jersey
$8.48M -$778K -36,585 -9%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$8.24M -$482K -22,659 -6%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$7.85M +$5.95M +280,080 +404%
AG
87
AlTi Global
New York
$7.8M -$968K -45,525 -12%
BGAI
88
Bruce G. Allen Investments
Colorado
$7.76M +$1.87M +87,927 +34%
NHC
89
Nicholas Hoffman & Company
Georgia
$7.62M +$801K +37,698 +12%
CAC
90
Certified Advisory Corp
Florida
$7.34M +$1.14M +53,523 +20%
LTL
91
Lowery Thomas LLC
California
$7.07M +$513K +24,117 +8%
LAM
92
Lakewood Asset Management
Illinois
$6.9M +$253K +11,895 +4%
ACS
93
Archford Capital Strategies
Illinois
$6.64M +$4.37M +205,713 +228%
PJSIMP
94
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.62M -$33.6K -1,581 -0.5%
AFS
95
Access Financial Services
Minnesota
$6.54M -$12K -564 -0.2%
JAG
96
Journey Advisory Group
Kentucky
$6.53M -$240K -11,307 -4%
KWM
97
Kingsview Wealth Management
Oregon
$6.4M -$101K -4,728 -2%
FM
98
Foster & Motley
Ohio
$6.37M +$144K +6,774 +2%
AFA
99
AA Financial Advisors
Ohio
$6.32M -$138K -6,513 -2%
AWM
100
Aspire Wealth Management
Massachusetts
$6.23M +$1.71M +80,637 +41%