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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.88B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
IIC
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
Sanctuary Advisors
Indiana
$16.9M
5
AI
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
Stifel Financial
Missouri
$776K
3
DWM
Dechtman Wealth Management
Colorado
$1.25M
4
HP
Hilltop Partners
Indiana
$3.4M
5
ML
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Appleton Partners
Massachusetts
$344K -$10.3K -346 -3%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$339K +$164K +5,494 +93%
RIA
228
Regal Investment Advisors
Michigan
$335K +$119 +4 +0%
CAM
229
Cozad Asset Management
Illinois
$327K -$953 -32 -0.3%
PCMC
230
Paragon Capital Management (Colorado)
Colorado
$326K – – –
NFG
231
Nations Financial Group
Iowa
$325K +$43.6K +1,464 +15%
JIC
232
Johnson Investment Counsel
Ohio
$324K +$2.26K +76 +0.7%
CPP
233
Capasso Planning Partners
South Carolina
$323K +$31K +1,042 +11%
NCM
234
Noesis Capital Mangement
Florida
$317K +$12.2K +410 +4%
HI
235
Harbour Investments
Wisconsin
$313K +$281K +9,442 +876%
CAI
236
Capital Advisors Inc
Oklahoma
$313K +$22.6K +758 +8%
S
237
SignatureFD
Georgia
$303K +$29K +972 +11%
CA
238
Clearstead Advisors
Ohio
$302K -$12.1K -406 -4%
LI
239
Lafayette Investments
Maryland
$302K +$13.8K +464 +5%
FVWA
240
Foster Victor Wealth Advisors
South Carolina
$294K -$34.6K -1,176 -11%
BIG
241
Builder Investment Group
Georgia
$294K -$9.11K -306 -3%
PIMG
242
Patriot Investment Management Group
Tennessee
$289K +$3.99K +134 +1%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$288K -$4.47K -150 -2%
MWM
244
MBE Wealth Management
Wisconsin
$281K +$18.9K +634 +7%
YIH
245
Y-Intercept (HK)
Hong Kong
$280K +$280K +9,412 New
SFC
246
Sprinkle Financial Consultants
Colorado
$269K +$1.67K +56 +0.6%
EFG
247
Ehrlich Financial Group
California
$268K – – –
AFP
248
Alpha Financial Partners
Kentucky
$268K +$268K +8,982 New
GRP
249
Global Retirement Partners
California
$252K +$29.1K +976 +13%
CCG
250
Coastwise Capital Group
California
$246K +$1.79K +60 +0.7%
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