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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 %
PIMG
251
Patriot Investment Management Group
Tennessee
$288K – – –
CCG
252
Coastwise Capital Group
California
$285K +$40.1K +1,351 +16%
TSS
253
Two Sigma Securities
New York
$284K +$284K +9,550 New
US Bancorp
254
US Bancorp
Minnesota
$281K +$36.3K +1,223 +15%
QCM
255
Quantinno Capital Management
New York
$279K +$279K +9,385 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$277K -$61.3K -2,063 -18%
SF
257
Symphony Financial
Texas
$272K +$272K +9,172 New
SIMG
258
Sonora Investment Management Group
Arizona
$270K +$270K +9,086 New
SFC
259
Sprinkle Financial Consultants
Colorado
$270K +$951 +32 +0.4%
EFG
260
Ehrlich Financial Group
California
$267K – – –
WI
261
Westbourne Investments
Virginia
$263K +$263K +8,872 New
HIP
262
HUB Investment Partners
Texas
$263K +$18.4K +620 +8%
PCMK
263
Paragon Capital Management (Kansas)
Kansas
$260K -$119K -4,002 -31%
GT
264
Glenmede Trust
Pennsylvania
$259K +$253K +8,522 +4,097%
WT
265
Whittier Trust
California
$258K +$258K +8,703 New
RWP
266
Revolve Wealth Partners
New Jersey
$256K +$256K +8,636 New
VFA
267
Valeo Financial Advisors
Indiana
$254K +$254K +8,569 New
S
268
SignatureFD
Georgia
$252K -$49.7K -1,672 -16%
SSWM
269
Smith Salley Wealth Management
North Carolina
$251K -$213K -7,168 -46%
FCI
270
Financial Counselors Inc
Kansas
$248K +$248K +8,336 New
WMWM
271
Wilkins Miller Wealth Management
Alabama
$243K +$243K +8,197 New
ECM
272
Exchange Capital Management
Michigan
$241K – – –
WPW
273
Warther Private Wealth
Ohio
$240K – – –
William Blair & Company
274
William Blair & Company
Illinois
$236K +$32K +1,078 +16%
MFC
275
Morris Financial Concepts
South Carolina
$233K -$1.87K -63 -0.8%
9 10
11
12 13