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Schwab Fundamental US Large Company Index ETF

623 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 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
201
Advisory Services Network
Georgia
$2.06M +$344K +14,511 +20%
KPP
202
Kings Path Partners
Texas
$2.02M -$8.76K -370 -0.4%
JBA
203
Johnson Bixby & Associates
Washington
$1.98M -$38.9K -1,641 -2%
PA
204
PFG Advisors
Arizona
$1.97M -$238K -10,057 -11%
IC
205
IEQ Capital
California
$1.97M +$69.8K +2,947 +4%
BlackRock
206
BlackRock
New York
$1.91M +$1.85M +78,036 +2,871%
QCG
207
Quadrant Capital Group
Ohio
$1.88M +$20K +844 +1%
NA
208
NewEdge Advisors
Louisiana
$1.87M +$142 +6 +0%
AWS
209
Atria Wealth Solutions
New York
$1.82M +$101K +4,264 +6%
WEG
210
World Equity Group
Illinois
$1.82M +$905K +38,218 +99%
SPWM
211
Schrum Private Wealth Management
Florida
$1.75M -$1.69M -71,316 -49%
BPC
212
Bearing Point Capital
Minnesota
$1.74M +$1.74M +73,446 New
AV
213
Aspiring Ventures
Ohio
$1.71M +$1.71M +70,017 New
YWM
214
Yoder Wealth Management
California
$1.69M -$8.53K -360 -0.5%
MA
215
McGrath & Associates
North Carolina
$1.69M +$1.69M +71,169 New
AWM
216
Angeles Wealth Management
California
$1.68M +$213K +9,000 +14%
OPS
217
Orion Portfolio Solutions
Nebraska
$1.67M +$447K +18,878 +37%
BCI
218
Brinker Capital Investments
Pennsylvania
$1.67M +$447K +18,878 +37%
SWM
219
Spire Wealth Management
Virginia
$1.65M +$41.4K +1,750 +3%
EWA
220
EP Wealth Advisors
California
$1.64M +$103K +4,339 +7%
LIA
221
LBMC Investment Advisors
Tennessee
$1.63M +$118 +5 +0%
Truist Financial
222
Truist Financial
North Carolina
$1.62M -$904K -38,168 -36%
AAS
223
Ameritas Advisory Services
Nebraska
$1.61M +$607K +25,635 +61%
KFP
224
KMG Fiduciary Partners
Ohio
$1.57M +$178K +7,503 +13%
IWC
225
Integrated Wealth Concepts
Massachusetts
$1.55M -$71.6K -3,022 -4%