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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
DC
126
Darrow Company
Massachusetts
$5.62M -$72.5K -2,990 -1%
GFP
127
Guardian Financial Partners
California
$5.61M +$690K +28,445 +14%
GVAG
128
Great Valley Advisor Group
Delaware
$5.53M +$2.36M +97,415 +72%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$5.48M -$9.23M -380,773 -62%
CFO
130
Collective Family Office
Pennsylvania
$5.28M +$494K +20,364 +10%
RTL
131
Red Tortoise LLC
Georgia
$5.14M -$112K -4,639 -2%
AC
132
Avant Capital
Louisiana
$5.09M +$5.21M +214,827 New
AWE
133
Avidian Wealth Enterprises
Texas
$4.86M +$111K +4,567 +2%
CFO
134
CVA Family Office
Colorado
$4.69M -$93.6K -3,862 -2%
DSA
135
Droms Strauss Advisors
Missouri
$4.66M +$9.21K +380 +0.2%
TFS
136
Thoroughbred Financial Services
Tennessee
$4.58M +$140K +5,760 +3%
EWA
137
Exencial Wealth Advisors
Oklahoma
$4.56M -$106K -4,358 -2%
HWP
138
Highline Wealth Partners
California
$4.48M +$1.69M +69,698 +58%
CA
139
CoreCap Advisors
Michigan
$4.45M +$3.47M +142,966 +319%
PCM
140
Pennsylvania Capital Management
Pennsylvania
$4.41M +$652K +26,881 +17%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$4.41M +$2.5M +102,923 +124%
CL
142
COWA LLC
Oklahoma
$4.37M -$448K -18,487 -9%
BEAM
143
Baker Ellis Asset Management
Washington
$4.34M +$227K +9,351 +5%
SWM
144
Shakespeare Wealth Management
Wisconsin
$4.29M -$197K -8,107 -4%
SHF
145
Stage Harbor Financial
Massachusetts
$4.28M -$8.77M -361,808 -67%
SF
146
Synovus Financial
Georgia
$4.19M -$4.34M -179,133 -50%
EH
147
Equitable Holdings
New York
$4.09M +$644K +26,548 +18%
WMWM
148
Wilkins Miller Wealth Management
Alabama
$4.01M +$4.11M +169,510 New
REMPR
149
Roof Eidam Maycock Peralta (REMP)
California
$3.94M -$68.5K -2,827 -2%
NG
150
Novem Group
New York
$3.89M +$3.99M +164,440 New