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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
SCM
151
Sebold Capital Management
Illinois
$3.86M +$1.28K +53 +0%
AF
152
Advisornet Financial
Minnesota
$3.71M -$53.1K -2,192 -1%
Northern Trust
153
Northern Trust
Illinois
$3.61M +$3.26M +134,550 +747%
FC
154
FCA Corp
Texas
$3.55M +$44.7K +1,844 +1%
BCA
155
Bay Colony Advisors
Massachusetts
$3.55M +$233K +9,616 +7%
TPA
156
Trivium Point Advisory
Connecticut
$3.5M -$6.9M -284,715 -66%
GRP
157
Global Retirement Partners
California
$3.3M +$305K +12,563 +10%
AWM
158
AE Wealth Management
Kansas
$3.25M +$585K +24,123 +21%
JP Morgan Chase
159
JP Morgan Chase
New York
$3.25M +$861K +35,502 +35%
Renaissance Technologies
160
Renaissance Technologies
New York
$3.24M +$1.93M +79,500 +139%
FFWA
161
FRG Family Wealth Advisors
Washington
$3.2M +$193K +7,980 +6%
CA
162
Cambridge Advisors
Nebraska
$3.14M +$33.7K +1,391 +1%
MWA
163
Midland Wealth Advisors
Illinois
$3.13M +$354K +14,593 +12%
Wells Fargo
164
Wells Fargo
California
$3.13M -$20.1K -830 -0.6%
CPP
165
Capasso Planning Partners
South Carolina
$3.13M -$1.37M -56,567 -30%
QCM
166
Quantinno Capital Management
New York
$3.12M +$2.9M +119,662 +985%
P
167
&Partners
Tennessee
$3.11M +$720K +29,708 +29%
FFN
168
Focus Financial Network
Minnesota
$3.07M -$776 -32 -0%
CWA
169
Clearview Wealth Advisors
Oregon
$3.04M +$73.9K +3,049 +2%
MWM
170
Meridian Wealth Management
Kentucky
$2.99M -$19.8K -816 -0.6%
TWP
171
Tempus Wealth Planning
California
$2.88M +$42K +1,733 +1%
Bank of New York Mellon
172
Bank of New York Mellon
New York
$2.85M +$2.92M +120,470 New
SFA
173
Sequoia Financial Advisors
Ohio
$2.81M +$6.04K +249 +0.2%
Lido Advisors
174
Lido Advisors
California
$2.77M +$1.67M +68,786 +143%
PAS
175
Park Avenue Securities
New York
$2.75M +$351K +14,489 +14%