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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
JP Morgan Chase
151
JP Morgan Chase
New York
$2.59M +$932K +43,845 +62%
FFWA
152
FRG Family Wealth Advisors
Washington
$2.53M -$47.8K -2,250 -2%
APW
153
Austin Private Wealth
Texas
$2.45M +$638 +30 +0%
FFN
154
Focus Financial Network
Minnesota
$2.42M +$1.14M +53,781 +90%
LPAM
155
Lodestar Private Asset Management
California
$2.41M +$893 +42 +0%
WANY
156
Wealthspire Advisors (New York)
New York
$2.35M -$161K -7,590 -7%
JBA
157
Johnson Bixby & Associates
Washington
$2.31M -$285K -13,398 -12%
WCM
158
Whitener Capital Management
North Carolina
$2.24M +$2.62K +123 +0.1%
Truist Financial
159
Truist Financial
North Carolina
$2.13M +$724K +34,071 +56%
GRP
160
Global Retirement Partners
California
$2.1M +$763K +35,898 +62%
AWM
161
AE Wealth Management
Kansas
$2.08M -$10.5M -496,116 -84%
EWM
162
Empirical Wealth Management
Washington
$2.08M +$104K +4,902 +6%
SC
163
Savant Capital
Illinois
$2.07M -$86.4K -4,062 -4%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$2.05M +$93.2K +4,386 +5%
SFA
165
Sequoia Financial Advisors
Ohio
$2.05M -$77.9K -3,663 -4%
PAS
166
Park Avenue Securities
New York
$2.04M -$816K -38,379 -30%
PFS
167
Prospera Financial Services
Texas
$2.02M -$127K -5,979 -6%
VFA
168
Valeo Financial Advisors
Indiana
$2.02M +$1.59K +75 +0.1%
PA
169
PFG Advisors
Arizona
$2M -$10.5K -495 -0.6%
FTUS
170
Flow Traders U.S.
New York
$1.95M +$1.56M +73,254 +535%
VNA
171
Valley National Advisers
Pennsylvania
$1.87M -$48.5K -2,280 -3%
BWM
172
BCS Wealth Management
Tennessee
$1.85M +$91.6K +4,308 +6%
FNC
173
First National Corp
Massachusetts
$1.85M
UFAC
174
Urban Financial Advisory Corp
Illinois
$1.8M +$1.7M +80,166 New
FHA
175
Flagship Harbor Advisors
Massachusetts
$1.75M +$239K +11,244 +17%