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Schwab Fundamental US Small Company Index ETF

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
276
Capital Analysts LLC
Pennsylvania
$103K +$98.2K +3,574 +2,054%
CSWG
277
Cardinal Strategic Wealth Guidance
Kentucky
$97.6K +$97.6K +3,554 New
FRA
278
Front Row Advisors
California
$95.9K
BAM
279
Bellevue Asset Management
Washington
$94.8K +$18.7K +680 +25%
AT
280
Arlington Trust
Alabama
$80.5K
PMFA
281
Plante Moran Financial Advisors
Michigan
$78.9K -$5.16K -188 -6%
CIAS
282
CBIZ Investment Advisory Services
Ohio
$68.6K +$68.6K +2,490 New
GWM
283
Geneos Wealth Management
Colorado
$60.1K
EWA
284
Elevate Wealth Advisory
Georgia
$58.8K
SPIA
285
Steward Partners Investment Advisory
New York
$58.7K
FGAM
286
Financial Gravity Asset Management
Texas
$54.8K
FCA
287
FinTrust Capital Advisors
South Carolina
$52.4K
UB
288
UMB Bank
Missouri
$52.2K -$59.3K -2,160 -53%
CJ
289
Caitlin John
Michigan
$49.6K
MFA
290
McClarren Financial Advisors
Pennsylvania
$48K -$624K -1,404 -93%
VWM
291
Venturi Wealth Management
Texas
$47.9K +$47.9K +1,744 New
GA
292
GoalVest Advisory
New York
$47.5K -$5.33K -194 -10%
FWP
293
FAS Wealth Partners
Kansas
$46.7K
CCM
294
Chilton Capital Management
Texas
$45.7K -$3.9K -142 -8%
SWM
295
Spire Wealth Management
Virginia
$44.9K -$1.54K -56 -3%
CA
296
Continuum Advisory
Idaho
$43.1K +$2.31K +84 +6%
CFD
297
Creative Financial Designs
Indiana
$38.8K -$165 -6 -0.4%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$38.2K +$2.36K +86 +7%
BCMLT
299
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.2K +$38.2K +1,390 New
Jones Financial Companies
300
Jones Financial Companies
Missouri
$38K +$29.8K +1,086 +364%