We are live on ! Find out more
FNDX icon

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
MCM
101
MAI Capital Management
Ohio
$6.18M +$5.35M +251,874 +1,091%
LIM
102
Leavell Investment Management
Alabama
$5.84M +$306K +14,415 +6%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$5.74M +$200K +9,405 +4%
CAM
104
Cidel Asset Management
Ontario, Canada
$5.72M -$57.3K -2,694 -1%
AWA
105
Arete Wealth Advisors
Illinois
$5.7M +$319K +15,018 +6%
RFA
106
Rollins Financial Advisors
New York
$5.67M +$1.67M +78,597 +45%
MML Investors Services
107
MML Investors Services
Massachusetts
$5.45M +$328K +15,411 +7%
IIC
108
Ironwood Investment Counsel
Arizona
$5.43M +$478K +22,473 +10%
PWSG
109
Pacific Wealth Strategies Group
California
$5.3M +$202K +9,486 +4%
ZIMP
110
Zimmermann Investment Management & Planning
Pennsylvania
$5.26M -$4.24M -199,350 -46%
RTL
111
Red Tortoise LLC
Georgia
$4.94M -$47.8K -2,250 -1%
EWA
112
Exencial Wealth Advisors
Oklahoma
$4.85M +$22.2K +1,044 +0.5%
DC
113
Darrow Company
Massachusetts
$4.78M +$1.67M +78,711 +59%
PS
114
Principal Securities
Iowa
$4.62M -$1.9M -89,424 -30%
CFO
115
CVA Family Office
Colorado
$4.61M +$113K +5,325 +3%
MIA
116
Milestone Investment Advisors
Wisconsin
$4.59M +$1.98M +93,111 +84%
SWM
117
Shakespeare Wealth Management
Wisconsin
$4.54M -$161K -7,572 -4%
DSA
118
Droms Strauss Advisors
Missouri
$4.45M -$28.6K -1,344 -0.7%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$4.42M -$711K -33,462 -15%
AWE
120
Avidian Wealth Enterprises
Texas
$4.24M +$141K +6,642 +4%
RWRC
121
R.W. Roge & Company
New York
$4.23M -$248K -11,646 -6%
CFO
122
Collective Family Office
Pennsylvania
$4.19M -$461K -21,687 -10%
GFP
123
Guardian Financial Partners
California
$4.17M +$358K +16,827 +10%
SHF
124
Stage Harbor Financial
Massachusetts
$4.16M -$539K -25,359 -12%
Renaissance Technologies
125
Renaissance Technologies
New York
$4.02M -$82.9K -3,900 -2%