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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
ASN
201
Advisory Services Network
Georgia
$2.06M +$352K +14,511 +20%
KPP
202
Kings Path Partners
Texas
$2.02M -$8.97K -370 -0.4%
JBA
203
Johnson Bixby & Associates
Washington
$1.98M -$39.8K -1,641 -2%
PA
204
PFG Advisors
Arizona
$1.97M -$244K -10,057 -11%
IC
205
IEQ Capital
California
$1.97M +$71.5K +2,947 +4%
BlackRock
206
BlackRock
New York
$1.91M +$1.89M +78,036 +2,871%
QCG
207
Quadrant Capital Group
Ohio
$1.88M +$20.5K +844 +1%
NA
208
NewEdge Advisors
Louisiana
$1.87M +$145 +6 +0%
AWS
209
Atria Wealth Solutions
New York
$1.82M +$103K +4,264 +6%
WEG
210
World Equity Group
Illinois
$1.82M +$927K +38,218 +99%
SPWM
211
Schrum Private Wealth Management
Florida
$1.75M -$1.73M -71,316 -49%
BPC
212
Bearing Point Capital
Minnesota
$1.74M +$1.78M +73,446 New
AV
213
Aspiring Ventures
Ohio
$1.71M +$1.7M +70,017 New
YWM
214
Yoder Wealth Management
California
$1.69M -$8.73K -360 -0.5%
MA
215
McGrath & Associates
North Carolina
$1.69M +$1.73M +71,169 New
AWM
216
Angeles Wealth Management
California
$1.68M +$218K +9,000 +14%
BCI
217
Brinker Capital Investments
Pennsylvania
$1.67M +$458K +18,878 +37%
OPS
218
Orion Portfolio Solutions
Nebraska
$1.67M +$458K +18,878 +37%
SWM
219
Spire Wealth Management
Virginia
$1.65M +$42.4K +1,750 +3%
EWA
220
EP Wealth Advisors
California
$1.64M +$105K +4,339 +7%
LIA
221
LBMC Investment Advisors
Tennessee
$1.63M +$121 +5 +0%
Truist Financial
222
Truist Financial
North Carolina
$1.62M -$925K -38,168 -36%
AAS
223
Ameritas Advisory Services
Nebraska
$1.61M +$622K +25,635 +61%
KFP
224
KMG Fiduciary Partners
Ohio
$1.57M +$182K +7,503 +13%
IWC
225
Integrated Wealth Concepts
Massachusetts
$1.55M -$73.3K -3,022 -4%