FNDA icon

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 %
SHGA
251
Sand Hill Global Advisors
California
$208K +$208K +7,560 New
GRP
252
Global Retirement Partners
California
$205K +$11.6K +424 +6%
IPWA
253
International Private Wealth Advisors
California
$202K -$19.9K -724 -9%
WN
254
Williams & Novak
California
$200K +$200K +7,300 New
William Blair & Company
255
William Blair & Company
Illinois
$197K +$42.5K +1,546 +27%
PA
256
Parallel Advisors
California
$194K
RTL
257
Red Tortoise LLC
Georgia
$183K -$330 -12 -0.2%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$181K -$36.2K -1,318 -17%
MA
259
MCF Advisors
Kentucky
$172K +$20.7K +754 +14%
ACA
260
Aptus Capital Advisors
Alabama
$167K +$119K +4,318 +243%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$162K -$189K -6,858 -54%
OP
262
ORG Partners
Indiana
$161K +$161K +5,928 New
HR
263
Howe & Rusling
New York
$154K -$15.9K -578 -9%
Wells Fargo
264
Wells Fargo
California
$145K -$12.1K -442 -8%
US Bancorp
265
US Bancorp
Minnesota
$143K +$5.55K +202 +4%
AF
266
Allworth Financial
California
$136K
ST
267
Smithfield Trust
Pennsylvania
$130K
KPP
268
Kings Path Partners
Texas
$128K +$128K +4,644 New
TCM
269
TD Capital Management
Tennessee
$127K
AWM
270
Abound Wealth Management
Tennessee
$117K -$3.35K -122 -3%
NA
271
NewEdge Advisors
Louisiana
$117K +$92.2K +3,356 +372%
VNA
272
Valley National Advisers
Pennsylvania
$113K -$5.88K -214 -5%
DFA
273
DHJJ Financial Advisors
Illinois
$111K
OCM
274
Osterweis Capital Management
California
$109K
JHCP
275
Jackson Hole Capital Partners
Oklahoma
$104K