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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
251
Atlas Capital Advisors
Wyoming
$10.3K
ATC
252
Adirondack Trust Company
New York
$9.94K
GWS
253
Glassman Wealth Services
Virginia
$9.94K
SL
254
Salomon & Ludwin
Virginia
$8.83K +$8.83K +364 New
WT
255
Washington Trust
Rhode Island
$8.73K
HFS
256
Hantz Financial Services
Michigan
$8K
SIM
257
Studio Investment Management
Illinois
$7.52K -$23.7K -976 -76%
SIS
258
Sound Income Strategies
Florida
$7.52K -$5.24K -216 -41%
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$7.27K +$7.27K +300 New
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.94K -$5.72K -236 -45%
KFI
261
Key Financial Inc
Pennsylvania
$6.79K
AWM
262
Abound Wealth Management
Tennessee
$6.6K
GI
263
Gradient Investments
Minnesota
$6.4K +$679 +28 +12%
LWA
264
Lowe Wealth Advisors
Maryland
$6.35K
AIC
265
Archer Investment Corporation
Indiana
$6.01K
CA
266
Clearstead Advisors
Ohio
$5.53K +$2.76K +114 +100%
SWM
267
Spire Wealth Management
Virginia
$5.38K -$11K -452 -67%
HCM
268
Hollencrest Capital Management
California
$5.38K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$4.9K +$4.9K +202 New
MAWA
270
Moss Adams Wealth Advisors
Washington
$4.85K +$4.85K +200 New
EWA
271
EverSource Wealth Advisors
Alabama
$4.7K +$4.7K +194 New
EW
272
Element Wealth
Mississippi
$4.61K +$4.61K +190 New
JFA
273
JNBA Financial Advisors
Minnesota
$4.56K -$1.36K -56 -23%
CAL
274
Capital Analysts LLC
Pennsylvania
$4K
DAM
275
Delta Asset Management
Tennessee
$3.93K