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Schwab Fundamental US Small Company Index ETF

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
226
Cherry Tree Wealth Management
Minnesota
$265K
KAS
227
Kestra Advisory Services
Texas
$262K -$719K -25,200 -73%
PCMK
228
Paragon Capital Management (Kansas)
Kansas
$261K +$684 +24 +0.3%
SFC
229
Sprinkle Financial Consultants
Colorado
$257K +$628 +22 +0.2%
EFG
230
Ehrlich Financial Group
California
$256K
MFC
231
Morris Financial Concepts
South Carolina
$252K -$50.1K -1,758 -17%
PFS
232
Prospera Financial Services
Texas
$250K +$57 +2 +0%
LI
233
Lafayette Investments
Maryland
$248K +$6.1K +214 +3%
Empower Advisory Group
234
Empower Advisory Group
Colorado
$246K -$90.5K -3,174 -27%
ECM
235
Exchange Capital Management
Michigan
$246K
MWM
236
MBE Wealth Management
Wisconsin
$246K +$246K +8,610 New
S
237
SignatureFD
Georgia
$242K -$11K -386 -4%
HIP
238
HUB Investment Partners
Texas
$240K -$83K -2,912 -26%
CCG
239
Coastwise Capital Group
California
$237K +$237K +8,306 New
WJWM
240
Williams Jones Wealth Management
New York
$235K
IPWA
241
International Private Wealth Advisors
California
$231K -$5.48K -192 -2%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$226K +$16.3K +570 +8%
CCA
243
Cobblestone Capital Advisors
New York
$221K
IAN
244
Integrated Advisors Network
Texas
$220K -$228 -8 -0.1%
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$210K -$8.33K -292 -4%
PP
246
Patten & Patten
Tennessee
$204K +$204K +7,160 New
Lido Advisors
247
Lido Advisors
California
$204K +$204K +7,150 New
WEG
248
World Equity Group
Illinois
$202K +$202K +7,084 New
PA
249
Parallel Advisors
California
$202K
GRP
250
Global Retirement Partners
California
$201K +$57 +2 +0%