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Schwab Fundamental US Small Company Index ETF

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIMG
226
Patriot Investment Management Group
Tennessee
$263K
PFS
227
Prospera Financial Services
Texas
$261K +$20.4K +742 +8%
LFG
228
Larson Financial Group
Missouri
$261K +$238K +8,662 +1,029%
NFG
229
Nations Financial Group
Iowa
$259K +$259K +9,446 New
NWMG
230
National Wealth Management Group
Ohio
$256K +$1.32K +48 +0.5%
CTWM
231
Cherry Tree Wealth Management
Minnesota
$255K
S
232
SignatureFD
Georgia
$253K +$19.3K +704 +8%
PCMK
233
Paragon Capital Management (Kansas)
Kansas
$251K
SSWM
234
Smith Salley Wealth Management
North Carolina
$251K -$24.6K -896 -9%
SFC
235
Sprinkle Financial Consultants
Colorado
$247K -$549 -20 -0.2%
ECM
236
Exchange Capital Management
Michigan
$247K +$10.4K +380 +4%
EFG
237
Ehrlich Financial Group
California
$247K
AWM
238
AE Wealth Management
Kansas
$245K +$245K +8,938 New
HIP
239
HUB Investment Partners
Texas
$243K +$11.9K +434 +5%
MWM
240
MBE Wealth Management
Wisconsin
$242K +$5.38K +196 +2%
HF
241
HRT Financial
New York
$238K +$238K +8,700 New
HWM
242
HB Wealth Management
Georgia
$229K -$25.9K -942 -10%
CCG
243
Coastwise Capital Group
California
$225K -$3.24K -118 -1%
WPW
244
Warther Private Wealth
Ohio
$222K +$222K +8,080 New
Lido Advisors
245
Lido Advisors
California
$221K +$24K +870 +12%
MFC
246
Morris Financial Concepts
South Carolina
$217K -$25.7K -936 -11%
CIA
247
Capital Investment Advisors
Georgia
$217K +$217K +7,898 New
WFC
248
Western Financial Corp
California
$213K +$213K +7,740 New
RWA
249
Redhawk Wealth Advisors
Minnesota
$212K -$66.4K -2,420 -24%
IAN
250
Integrated Advisors Network
Texas
$211K -$549 -20 -0.3%