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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 %
CIA
276
Capital Investment Advisors
Georgia
$232K +$17.3K +584 +8%
WFC
277
Western Financial Corp
California
$229K -$356 -12 -0.2%
FWP
278
Falcon Wealth Planning
California
$226K +$226K +7,607 New
SHGA
279
Sand Hill Global Advisors
California
$224K -$30 -1 -0%
IAN
280
Integrated Advisors Network
Texas
$222K +$119 +4 +0.1%
GRP
281
Global Retirement Partners
California
$221K -$29.6K -995 -12%
RFP
282
Root Financial Partners
California
$221K +$221K +7,425 New
IPWA
283
International Private Wealth Advisors
California
$219K +$9.18K +309 +4%
KAS
284
Kestra Advisory Services
Texas
$219K -$2.19M -73,653 -91%
CTWM
285
Cherry Tree Wealth Management
Minnesota
$218K – – –
BWA
286
Bordeaux Wealth Advisors
California
$217K +$217K +7,304 New
OP
287
ORG Partners
Indiana
$217K +$40.5K +1,365 +23%
PP
288
Patten & Patten
Tennessee
$213K – – –
WN
289
Williams & Novak
California
$212K – – –
BFG
290
Bleakley Financial Group
New Jersey
$209K – – –
MWM
291
MBE Wealth Management
Wisconsin
$209K -$71.7K -2,414 -26%
WEG
292
World Equity Group
Illinois
$208K +$208K +7,010 New
RWA
293
Redhawk Wealth Advisors
Minnesota
$208K +$683 +23 +0.3%
RRCM
294
Rappaport Reiches Capital Management
Illinois
$208K – – –
NWMG
295
National Wealth Management Group
Ohio
$205K +$205K +6,892 New
PAS
296
Park Avenue Securities
New York
$203K -$36.8K -1,236 -15%
FFA
297
First Foundation Advisors
California
$202K +$202K +6,791 New
HR
298
Howe & Rusling
New York
$201K +$10.3K +346 +5%
CAL
299
Capital Analysts LLC
Pennsylvania
$178K -$119 -4 -0.1%
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$175K +5,740 New
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12
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