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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
FFWM
176
Future Financial Wealth Management
Ohio
$1.73M +$45K +2,115 +3%
FTS
177
Fifth Third Securities
Ohio
$1.71M +$187K +8,775 +13%
BFG
178
Berger Financial Group
Minnesota
$1.71M +$1.61M +75,924 New
APC
179
Asset Planning Corporation
Tennessee
$1.64M -$104K -4,911 -6%
YWM
180
Yoder Wealth Management
California
$1.63M -$11.4K -534 -0.7%
SPWM
181
Schrum Private Wealth Management
Florida
$1.63M +$64 +3 +0%
NA
182
NewEdge Advisors
Louisiana
$1.62M +$138K +6,489 +10%
QCG
183
Quadrant Capital Group
Ohio
$1.57M +$14.2K +666 +1%
WF
184
Warner Financial
Maryland
$1.57M +$466K +21,903 +46%
ASN
185
Advisory Services Network
Georgia
$1.56M +$250K +11,772 +20%
SWM
186
Spire Wealth Management
Virginia
$1.55M +$66.8K +3,141 +5%
AIM
187
Alhambra Investment Management
Florida
$1.54M +$1.46M +68,643 New
LIA
188
LBMC Investment Advisors
Tennessee
$1.54M +$128 +6 +0%
SAI
189
Savvy Advisors Inc
New York
$1.54M +$960K +45,162 +194%
HG
190
Harbor Group
New Hampshire
$1.53M -$7.46K -351 -0.5%
GVAG
191
Great Valley Advisor Group
Delaware
$1.53M -$3.11M -146,223 -68%
SA
192
SpiderRock Advisors
Delaware
$1.53M +$1.48M +69,720 New
EH
193
Equitable Holdings
New York
$1.5M -$260K -12,219 -16%
MAM
194
Madison Asset Management
Wisconsin
$1.47M
AIA
195
Arcadia Investment Advisors
Idaho
$1.46M -$120K -5,640 -8%
IWM
196
IHT Wealth Management
Illinois
$1.45M +$885K +41,619 +183%
BFM
197
Boston Financial Management
Massachusetts
$1.36M +$1.59K +75 +0.1%
SIC
198
Salem Investment Counselors
North Carolina
$1.35M +$54.2K +2,550 +4%
IWC
199
Integrated Wealth Concepts
Massachusetts
$1.35M +$47.9K +2,253 +4%
HIM
200
Harbour Investment Management
Washington
$1.33M +$1.26M +59,391 New