FNDA icon

Schwab Fundamental US Small Company Index ETF

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
276
Geneos Wealth Management
Colorado
$62.4K +$12.3K +432 +25%
LTI
277
Laffer Tengler Investments
Tennessee
$61.6K +$61.6K +2,160 New
SPIA
278
Steward Partners Investment Advisory
New York
$60.9K +$28.2K +988 +86%
EWA
279
Elevate Wealth Advisory
Georgia
$60.8K
CSWM
280
Cassady Schiller Wealth Management
Ohio
$59.9K +$27.3K +958 +84%
Citigroup
281
Citigroup
New York
$55.4K +$24.9K +872 +81%
GA
282
GoalVest Advisory
New York
$54.9K
FCA
283
FinTrust Capital Advisors
South Carolina
$54.5K
CCM
284
Chilton Capital Management
Texas
$51.6K
CJ
285
Caitlin John
Michigan
$51.5K
ACA
286
Aptus Capital Advisors
Alabama
$50.8K -$5.76K -202 -10%
FWP
287
FAS Wealth Partners
Kansas
$48.5K +$114 +4 +0.2%
SWM
288
Spire Wealth Management
Virginia
$48.3K +$38.1K +1,336 +375%
PCWA
289
Pacific Capital Wealth Advisors
California
$44.2K
MFA
290
McClarren Financial Advisors
Pennsylvania
$44K +$175 +6 +0.4%
CA
291
Continuum Advisory
Idaho
$41.8K -$475K -16,890 -92%
CFD
292
Creative Financial Designs
Indiana
$40.5K -$3.08K -108 -7%
FWM
293
FSA Wealth Management
Massachusetts
$39.2K -$31K -1,088 -44%
FCAS
294
First Command Advisory Services
Texas
$39.1K +$37K +1,298 +1,754%
LIA
295
Luken Investment Analytics
Tennessee
$38.1K
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$37.2K +$20.4K +714 +121%
SRCM
297
Signature Resources Capital Management
California
$34.1K
BFEC
298
Benjamin F. Edwards & Company
Missouri
$34K +$21.8K +774 +179%
BL
299
Balentine LLC
Georgia
$32.6K +$32.6K +1,142 New
WIC
300
Woodmont Investment Counsel
Tennessee
$31.8K +$31.8K +1,116 New