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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 %
BWL
276
Bogart Wealth LLC
Virginia
$3.88K
MRCM
277
M&R Capital Management
New Jersey
$3.83K +$582 +24 +18%
GWM
278
Geneos Wealth Management
Colorado
$2.96K
SMA
279
Sage Mountain Advisors
Georgia
$2.91K
MIM
280
Macroview Investment Management
Maryland
$2.86K +$2.86K +118 New
CWP
281
Concord Wealth Partners
Virginia
$2.73K
SWA
282
SOA Wealth Advisors
New York
$2.67K
FCAS
283
First Command Advisory Services
Texas
$2.62K +$824 +34 +46%
GEA
284
Glen Eagle Advisors
New Jersey
$2.58K -$49 -2 -2%
MSFP
285
Mark Sheptoff Financial Planning
Connecticut
$2.52K
EWP
286
Elevation Wealth Partners
California
$2.28K -$873 -36 -28%
KA
287
Kozak & Associates
Colorado
$2.28K
MFT
288
Moisand Fitzgerald Tamayo
Florida
$2.13K
HGERS
289
Householder Group Estate & Retirement Specialist
Arizona
$2.13K +$2.13K +88 New
FMP
290
Financial Management Professionals
Texas
$2K
AIM
291
Anchor Investment Management
South Carolina
$1.94K
CCMI
292
Creative Capital Management Investments
California
$1.94K +$1.8K +74 +1,233%
LC
293
Lindbrook Capital
California
$1.7K
GT
294
Glenmede Trust
Pennsylvania
$1.45K
AssetMark Inc
295
AssetMark Inc
California
$1.36K +$1.36K +56 New
IPW
296
Impact Partnership Wealth
Georgia
$1.16K
TFA
297
Transamerica Financial Advisors
Florida
$1K
BAM
298
Byrne Asset Management
New Jersey
$1K
AW
299
Avion Wealth
Texas
$1K +$1K +56 New
RCM
300
Raleigh Capital Management
North Carolina
$910