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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Adero Partners
California
$360K -$743 -25 -0.2%
WPC
227
Wedmont Private Capital
Pennsylvania
$359K +$29 +1 +0%
IAA
228
Independent Advisor Alliance
North Carolina
$355K +$355K +11,955 New
PA
229
Parallel Advisors
California
$353K – – –
JIC
230
Johnson Investment Counsel
Ohio
$351K +$28.4K +956 +9%
CG
231
Caprock Group
Idaho
$347K -$339K -11,404 -49%
SWM
232
SeaCrest Wealth Management
New York
$344K -$26.1K -880 -7%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$343K +$197K +6,641 +135%
USCWA
234
U.S. Capital Wealth Advisors
Texas
$342K +$54.5K +1,835 +19%
BCM
235
Brookstone Capital Management
Illinois
$335K -$124K -4,188 -27%
RIA
236
Regal Investment Advisors
Michigan
$334K +$89 +3 +0%
RF
237
RHS Financial
California
$333K -$52K -1,751 -14%
PCMC
238
Paragon Capital Management (Colorado)
Colorado
$325K – – –
SAI
239
Savvy Advisors Inc
New York
$318K +$318K +10,720 New
NCM
240
Noesis Capital Mangement
Florida
$316K – – –
NFG
241
Nations Financial Group
Iowa
$311K -$13.4K -452 -4%
HWM
242
HB Wealth Management
Georgia
$310K -$38.7K -1,304 -11%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$303K +$2.38K +80 +0.8%
Empower Advisory Group
244
Empower Advisory Group
Colorado
$303K -$52.7K -1,773 -15%
CA
245
Clearstead Advisors
Ohio
$301K – – –
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$295K +$57.8K +1,947 +24%
CAI
247
Capital Advisors Inc
Oklahoma
$293K -$18.4K -620 -6%
BIG
248
Builder Investment Group
Georgia
$293K -$119 -4 -0%
IWM
249
IHT Wealth Management
Illinois
$290K -$119K -4,015 -29%
FVWA
250
Foster Victor Wealth Advisors
South Carolina
$290K -$15.6K -513 -5%
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10
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