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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
AFS
101
Access Financial Services
Minnesota
$8.17M +$728K +30,009 +10%
PJSIMP
102
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.02M +$296K +12,203 +4%
ACS
103
Archford Capital Strategies
Illinois
$8.01M -$14.9M -614,917 -65%
AG
104
AlTi Global
New York
$7.92M +$471K +19,427 +6%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.91M +$1.15M +47,354 +17%
AIM
106
Alhambra Investment Management
Florida
$7.43M +$1.55M +63,966 +26%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$7.41M +$1.35M +55,753 +22%
AT
108
American Trust
Kentucky
$7.39M -$2.76M -114,003 -27%
RFA
109
Rollins Financial Advisors
New York
$7.39M +$360K +14,839 +5%
FWM
110
Foguth Wealth Management
Michigan
$7.34M +$943K +38,897 +15%
VP
111
Verum Partners
North Carolina
$7.08M -$795K -32,806 -10%
WSFS
112
Wilmington Savings Fund Society
Delaware
$7.06M -$75.8K -3,127 -1%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$7.03M +$527K +21,745 +8%
KWM
114
Kingsview Wealth Management
Oregon
$6.94M -$225K -9,290 -3%
SAW
115
Signal Advisors Wealth
Michigan
$6.93M +$767K +31,647 +12%
PS
116
Principal Securities
Iowa
$6.88M +$481K +19,851 +7%
AFA
117
AA Financial Advisors
Ohio
$6.72M +$52.2K +2,152 +0.8%
QC
118
Quadrature Capital
United Kingdom
$6.67M +$6.84M +281,919 New
LIM
119
Leavell Investment Management
Alabama
$6.57M -$63.2K -2,605 -0.9%
FM
120
Foster & Motley
Ohio
$6.39M -$402K -16,592 -6%
MPW
121
Magnolia Private Wealth
Pennsylvania
$6.31M +$6.46M +266,379 New
JAG
122
Journey Advisory Group
Kentucky
$6.27M -$4.54M -187,282 -67%
PWSG
123
Pacific Wealth Strategies Group
California
$6.24M +$93.7K +3,863 +1%
CAM
124
Cidel Asset Management
Ontario, Canada
$6.17M
GAM
125
Gotham Asset Management
New York
$5.73M +$1.13M +46,729 +24%