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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 %
TFG
276
Team Financial Group
California
$43.6K +$55 +2 +0.1%
PCWA
277
Pacific Capital Wealth Advisors
California
$42.9K +$42.9K +1,550 New
CFD
278
Creative Financial Designs
Indiana
$42.3K +$1.61K +58 +4%
MFA
279
McClarren Financial Advisors
Pennsylvania
$42K +$223 +8 +0.5%
ITIM
280
Indiana Trust & Investment Management
Indiana
$40K – – –
LIA
281
Luken Investment Analytics
Tennessee
$37K – – –
SRCM
282
Signature Resources Capital Management
California
$34.1K +$34.1K +1,232 New
SPIA
283
Steward Partners Investment Advisory
New York
$31.8K – – –
CSWM
284
Cassady Schiller Wealth Management
Ohio
$31.7K -$3.04K -110 -9%
FP
285
Financial Perspectives
Minnesota
$30.1K – – –
HI
286
Harbour Investments
Wisconsin
$29.8K -$7.14K -258 -19%
Citigroup
287
Citigroup
New York
$29.7K -$6.92K -250 -19%
SIC
288
Salem Investment Counselors
North Carolina
$28.8K -$13.2K -478 -31%
PS
289
Principal Securities
Iowa
$27.9K +$27.9K +1,006 New
BCWM
290
Bartlett & Co Wealth Management
Ohio
$27.2K – – –
BC
291
Bartlett & Co
Ohio
$27K – – –
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.3K +$17.4K +628 +220%
ACA
293
American Capital Advisory
Idaho
$24K +$24K +866 New
HPIA
294
Hamilton Point Investment Advisors
North Carolina
$23.2K +$23.2K +840 New
ME
295
McIlrath & Eck
Washington
$19.8K – – –
IRC
296
Investors Research Corp
Georgia
$19.7K -$1.66K -60 -8%
AP
297
Aspect Partners
Virginia
$19.2K +$19.2K +692 New
GWSA
298
Global Wealth Strategies & Associates
Colorado
$17.8K – – –
BCPWM
299
Bradley & Co Private Wealth Management
Florida
$17.7K +$17.7K +640 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$16.3K +$10.7K +388 +192%
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