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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 %
US Bancorp
251
US Bancorp
Minnesota
$245K +$89.8K +3,014 +58%
HIP
252
HUB Investment Partners
Texas
$245K -$18.9K -636 -7%
LFG
253
Larson Financial Group
Missouri
$243K -$39.6K -1,328 -14%
ECM
254
Exchange Capital Management
Michigan
$242K -$26.1K -876 -10%
WPW
255
Warther Private Wealth
Ohio
$241K – – –
PAS
256
Park Avenue Securities
New York
$240K +$240K +8,062 New
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$238K +$41.4K +1,390 +21%
MFC
258
Morris Financial Concepts
South Carolina
$235K -$596 -20 -0.3%
WFC
259
Western Financial Corp
California
$230K -$596 -20 -0.3%
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$225K +$225K +7,570 New
SHGA
261
Sand Hill Global Advisors
California
$225K – – –
IAN
262
Integrated Advisors Network
Texas
$223K -$6.43K -216 -3%
Northern Trust
263
Northern Trust
Illinois
$220K -$622K -20,870 -74%
CTWM
264
Cherry Tree Wealth Management
Minnesota
$219K -$57.6K -1,934 -21%
FCH
265
Freestone Capital Holdings
Washington
$218K +$218K +7,322 New
CIA
266
Capital Investment Advisors
Georgia
$216K -$19.6K -658 -8%
PP
267
Patten & Patten
Tennessee
$213K +$213K +7,160 New
WN
268
Williams & Novak
California
$213K -$4.47K -150 -2%
IPWA
269
International Private Wealth Advisors
California
$211K -$8.76K -294 -4%
BFG
270
Bleakley Financial Group
New Jersey
$210K +$210K +7,048 New
RRCM
271
Rappaport Reiches Capital Management
Illinois
$208K +$208K +7,000 New
RWA
272
Redhawk Wealth Advisors
Minnesota
$208K -$22.2K -746 -10%
William Blair & Company
273
William Blair & Company
Illinois
$204K -$10.1K -338 -5%
MIC
274
Meridian Investment Counsel
California
$203K +$203K +6,832 New
NHC
275
Nicholas Hoffman & Company
Georgia
$201K +$201K +6,762 New
9 10
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