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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$69.1M
2
Morgan Stanley
Morgan Stanley
New York
+$55M
3
PPW
Pasadena Private Wealth
California
+$14.3M
4
GFG
Goldstone Financial Group
Illinois
+$7.68M
5
HP
Hilltop Partners
Indiana
+$6.55M

Top Sellers

1
GAM
Gemmer Asset Management
California
-$5.55M
2
SAG
SageView Advisory Group
California
-$3.59M
3
BCI
Brinker Capital Investments
Pennsylvania
-$3.43M
4
OPS
Orion Portfolio Solutions
Nebraska
-$3.43M
5
Ameriprise
Ameriprise
Minnesota
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
226
Williams Jones Wealth Management
New York
$228K -$15.6K -564 -6%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$228K – – –
GC
228
Gratus Capital
Georgia
$220K +$220K +7,938 New
Prudential Financial
229
Prudential Financial
New Jersey
$219K +$219K +7,928 New
RIA
230
Regal Investment Advisors
Michigan
$219K +$219K +7,924 New
CCA
231
Cobblestone Capital Advisors
New York
$214K +$214K +7,736 New
IAN
232
Integrated Advisors Network
Texas
$214K +$214K +7,720 New
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$212K +$212K +7,652 New
MCM
234
MAI Capital Management
Ohio
$211K +$211K +7,638 New
PAS
235
Park Avenue Securities
New York
$211K +$211K +7,608 New
PCIA
236
Prime Capital Investment Advisors
Kansas
$210K +$210K +7,582 New
BAM
237
BOS Asset Management
Illinois
$208K +$208K +7,516 New
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$203K +$18.7K +674 +10%
PA
239
Parallel Advisors
California
$196K – – –
Wells Fargo
240
Wells Fargo
California
$194K -$186K -6,720 -49%
GRP
241
Global Retirement Partners
California
$186K -$13.3K -502 -7%
William Blair & Company
242
William Blair & Company
Illinois
$174K +$29.1K +1,052 +20%
HR
243
Howe & Rusling
New York
$161K -$12.4K -448 -7%
ASN
244
Advisory Services Network
Georgia
$156K +$156K +5,638 New
MA
245
MCF Advisors
Kentucky
$153K +$1.83K +66 +1%
PS
246
Planned Solutions
California
$146K +$146K +5,290 New
US Bancorp
247
US Bancorp
Minnesota
$139K – – –
JHCP
248
Jackson Hole Capital Partners
Oklahoma
$134K +$133K +4,822 +34,443%
ST
249
Smithfield Trust
Pennsylvania
$130K +$130K +4,738 New
TCM
250
TD Capital Management
Tennessee
$128K +$57.3K +2,072 +81%
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