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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
Morgan Stanley
New York
$98.2M
3
PPW
Pasadena Private Wealth
California
$14.3M
4
GFG
Goldstone Financial Group
Illinois
$7.68M
5
HP
Hilltop Partners
Indiana
$12.4M

Top Sellers

1
GAM
Gemmer Asset Management
California
$15.2M
2
SAG
SageView Advisory Group
California
$2.22M
3
BCI
Brinker Capital Investments
Pennsylvania
$2.88M
4
OPS
Orion Portfolio Solutions
Nebraska
$2.88M
5
Ameriprise
Ameriprise
Minnesota
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Abound Wealth Management
Tennessee
$122K +$114K +4,128 +1,518%
DFA
252
DHJJ Financial Advisors
Illinois
$121K -$2.16K -78 -2%
VNA
253
Valley National Advisers
Pennsylvania
$120K -$21.3K -774 -15%
AF
254
Allworth Financial
California
$119K – – –
SIS
255
Sound Income Strategies
Florida
$108K +$99.9K +3,610 +1,165%
PMFA
256
Plante Moran Financial Advisors
Michigan
$108K +$28.6K +1,034 +36%
FRA
257
Front Row Advisors
California
$96.3K – – –
AC
258
AlphaCore Capital
California
$96.3K – – –
RG
259
Retirement Group
California
$88K – – –
BTI
260
Blue Trust Inc
Georgia
$86K +$86K +3,556 New
AT
261
Arlington Trust
Alabama
$81.1K +$81.1K +2,930 New
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$81K -$7.61K -276 -9%
FWM
263
FSA Wealth Management
Massachusetts
$68K +$68K +2,464 New
NCM
264
Northwest Capital Management
Oregon
$61.7K – – –
SSB
265
Sandy Spring Bank
Maryland
$60.7K – – –
EWA
266
Elevate Wealth Advisory
Georgia
$59K +$59K +2,132 New
ACA
267
Aptus Capital Advisors
Alabama
$54.9K – – –
GA
268
GoalVest Advisory
New York
$53.2K +$53.2K +1,924 New
FCA
269
FinTrust Capital Advisors
South Carolina
$52.9K -$15.3K -554 -22%
UB
270
UMB Bank
Missouri
$52.6K – – –
CCM
271
Chilton Capital Management
Texas
$50K – – –
CJ
272
Caitlin John
Michigan
$50K +$50K +1,806 New
GJIA
273
Glass Jacobson Investment Advisors
Maryland
$49.4K -$66.8K -2,414 -58%
GWM
274
Geneos Wealth Management
Colorado
$48.7K +$45.3K +1,636 +1,341%
FWP
275
FAS Wealth Partners
Kansas
$46.9K +$4.65K +168 +11%
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