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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
WFL
76
Wealth Forward LLC
North Dakota
$11.8M -$444K -18,300 -4%
OWM
77
Opes Wealth Management
California
$11.5M -$29.8K -1,228 -0.3%
UFAC
78
Urban Financial Advisory Corp
Illinois
$11.4M +$832K +34,309 +8%
Raymond James Financial
79
Raymond James Financial
Florida
$11.4M +$11.7M +480,762 New
NCM
80
Northland Capital Management
Minnesota
$10.6M -$16.6K -685 -0.2%
SL
81
Systelligence LLC
Minnesota
$10.6M -$3.32M -137,107 -24%
MNA
82
Manning & Napier Advisors
New York
$10.5M +$209K +8,618 +2%
CPCP
83
Cedar Point Capital Partners
Iowa
$10.3M +$123K +5,088 +1%
CCA
84
Cobblestone Capital Advisors
New York
$10.3M -$93.8K -3,869 -0.9%
MFG
85
Merit Financial Group
Georgia
$10.1M +$10.4M +427,886 New
AWA
86
Arete Wealth Advisors
Illinois
$10.1M +$1.79M +73,766 +21%
PCA
87
Pallas Capital Advisors
Massachusetts
$9.74M -$19.8M -816,719 -66%
NHC
88
Nicholas Hoffman & Company
Georgia
$9.74M +$461K +19,023 +5%
LFA
89
Legend Financial Advisors
Pennsylvania
$9.67M -$123K -5,083 -1%
AAS
90
Asset Allocation Strategies
Michigan
$9.59M +$4.79M +197,595 +103%
SFP
91
Sterling Financial Planning
New Jersey
$9.41M -$243K -10,003 -2%
RF
92
RHS Financial
California
$9.38M -$792K -32,646 -8%
AFA
93
Arlington Financial Advisors
California
$9.18M -$79.4K -3,274 -0.8%
MTWM
94
Masso Torrence Wealth Management
New Jersey
$9.08M -$419K -17,274 -4%
MCM
95
MAI Capital Management
Ohio
$8.77M +$1.3M +53,761 +17%
LAM
96
Lakewood Asset Management
Illinois
$8.68M -$61K -2,516 -0.7%
LTL
97
Lowery Thomas LLC
California
$8.6M +$321K +13,235 +4%
IIC
98
Ironwood Investment Counsel
Arizona
$8.23M +$471K +19,423 +6%
MIA
99
Milestone Investment Advisors
Wisconsin
$8.19M +$764K +31,513 +10%
BGAI
100
Bruce G. Allen Investments
Colorado
$8.17M +$155K +6,402 +2%