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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UB
226
UMB Bank
Missouri
$46.1K
CCM
227
Chilton Capital Management
Texas
$43.8K +$27.7K +1,142 +171%
TFGT
228
TS Financial Group (TSFG)
Illinois
$39K +$144 +6 +0.4%
TFG
229
Team Financial Group
California
$38.2K +$38.2K +1,574 New
FWP
230
FAS Wealth Partners
Kansas
$37.1K -$5.24K -216 -12%
SIC
231
Salem Investment Counselors
North Carolina
$36.8K
MFA
232
McClarren Financial Advisors
Pennsylvania
$36K +$144 +6 +0.4%
CFD
233
Creative Financial Designs
Indiana
$35.6K -$3.1K -128 -8%
ITIM
234
Indiana Trust & Investment Management
Indiana
$35K +$35K +1,444 New
LIA
235
Luken Investment Analytics
Tennessee
$32.4K
HI
236
Harbour Investments
Wisconsin
$32.4K +$14.4K +596 +81%
Citigroup
237
Citigroup
New York
$32.1K -$48.4K -1,998 -60%
CSWM
238
Cassady Schiller Wealth Management
Ohio
$30.4K +$27.7K +1,144 +1,040%
SPIA
239
Steward Partners Investment Advisory
New York
$27.8K
FP
240
Financial Perspectives
Minnesota
$26.4K
BC
241
Bartlett & Co
Ohio
$24K
BCWM
242
Bartlett & Co Wealth Management
Ohio
$23.6K
PCMC
243
Private Capital Management (Colorado)
Colorado
$22.2K +$15.9K +656 +252%
AAP
244
Arax Advisory Partners
Colorado
$20.1K +$20.1K +826 New
IRC
245
Investors Research Corp
Georgia
$18.7K
ME
246
McIlrath & Eck
Washington
$17.3K
GWSA
247
Global Wealth Strategies & Associates
Colorado
$15.6K
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$14.1K
NA
249
NewEdge Advisors
Louisiana
$13.9K +$6.89K +284 +98%
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.7K