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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 %
GWSG
301
GPS Wealth Strategies Group
Colorado
$776
WWM
302
Wagner Wealth Management
South Carolina
$679 +$146 +6 +27%
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$339
WOSD
304
WFA of San Diego
California
$194 -$485 -20 -71%
SFS
305
Sowell Financial Services
Arkansas
-$2.76M -109,574 Closed
FTUS
306
Flow Traders U.S.
New York
-$899K -35,658 Closed
HAS
307
HBW Advisory Services
California
-$647K -25,632 Closed
CPA
308
Cardiff Park Advisors
California
-$623K -24,706 Closed
NCM
309
Novare Capital Management
North Carolina
-$408K -16,184 Closed
JIC
310
Johnson Investment Counsel
Ohio
-$290K -11,510 Closed
Empower Advisory Group
311
Empower Advisory Group
Colorado
-$286K -11,354 Closed
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
-$280K -11,098 Closed
SBH
313
Segall Bryant & Hamill
Illinois
-$258K -10,236 Closed
PWMG
314
Provence Wealth Management Group
California
-$252K -10,000 Closed
TW
315
Transform Wealth
Colorado
-$219K -8,692 Closed
IAN
316
Integrated Advisors Network
Texas
-$212K -8,398 Closed
CAN
317
Cetera Advisor Networks
California
-$208K -8,264 Closed
AP
318
Arlington Partners
Alabama
-$180K -7,124 Closed
BAAM
319
Baker Avenue Asset Management
California
-$69.5K -2,756 Closed
KM
320
Kalos Management
Georgia
-$54.8K -2,174 Closed
WP
321
WealthPLAN Partners
Nebraska
-$53.9K -2,136 Closed
CWM
322
Cedar Wealth Management
California
-$49.2K -1,950 Closed
GGI
323
Godsey & Gibb Inc
Virginia
-$43.6K -1,728 Closed
SF
324
Safeguard Financial
Wisconsin
-$18K -728 Closed
PO
325
Private Ocean
California
-$15.4K -610 Closed