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Schwab Fundamental US Large Company Index ETF

626 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: 567626 (+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
626
Holders Change
+59
Holders Change %
+10.41%
% of All Funds
8.25%
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
Charles Schwab
1
Charles Schwab
California
$9.31B +$31M +1,277,398 +0.3%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$597M -$3.47K -143 -0.6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$354M +$24.7M +1,017,440 +7%
SEIA
4
Signature Estate & Investment Advisors
California
$246M +$19.4M +799,543 +8%
ML
5
McAdam LLC
Pennsylvania
$216M +$8.72M +359,581 +4%
SCM
6
Steele Capital Management
Iowa
$142M +$524K +21,626 +0.4%
NB
7
Northwest Bancshares
Pennsylvania
$140M -$7.42M -306,062 -5%
Ameriprise
8
Ameriprise
Minnesota
$139M -$27M -1,112,362 -16%
GWS
9
Glassman Wealth Services
Virginia
$107M +$308K +12,683 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$96.8M +$6.76M +278,893 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$89.1M -$16.6M -684,230 -15%
CC
12
Callan Capital
California
$88.1M +$1.57M +64,604 +2%
Bank of America
13
Bank of America
North Carolina
$66.9M -$8.12M -334,887 -11%
CST
14
Charles Schwab Trust
Nevada
$64.1M +$304K +12,549 +0.5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$63.3M +$4.5M +185,575 +7%
LF
16
Lee Financial
Texas
$59M -$102K -4,189 -0.2%
LPL Financial
17
LPL Financial
California
$58.9M +$23M +949,276 +62%
GAM
18
Gemmer Asset Management
California
$58.6M +$2.52M +103,729 +4%
KLI
19
Kelman-Lazarov Inc
Tennessee
$54.2M -$3.4M -140,097 -6%
BWP
20
BlueStem Wealth Partners
Minnesota
$53.4M +$54.7M +2,254,263 New
UBS Group
21
UBS Group
Switzerland
$53.1M -$140K -5,767 -0.3%
RWM
22
Reston Wealth Management
Virginia
$49.4M +$1.56M +64,250 +3%
BIA
23
Bell Investment Advisors
California
$49.4M +$698K +28,778 +1%
PAG
24
Private Advisor Group
New Jersey
$49.2M -$22K -909 -0%
AA
25
Ashford Advisors
New York
$47.5M -$80.5K -3,322 -0.2%