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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 %
NA
301
NewEdge Advisors
Louisiana
$15.9K +$55 +2 +0.3%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$14.1K – – –
BAM
303
Bellevue Asset Management
Washington
$14.1K +$14.1K +510 New
EWA
304
EverSource Wealth Advisors
Alabama
$13.5K +$8.14K +294 +152%
GWANC
305
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.3K – – –
MSWM
306
McGlone Suttner Wealth Management
Wisconsin
$13.1K +$13.1K +474 New
W
307
WealthCollab
Washington
$12.1K +$12.1K +438 New
BFEC
308
Benjamin F. Edwards & Company
Missouri
$12K +$12K +432 New
ACA
309
Atlas Capital Advisors
Wyoming
$11.8K – – –
GWS
310
Glassman Wealth Services
Virginia
$11.3K – – –
ATC
311
Adirondack Trust Company
New York
$11.3K – – –
KWAG
312
Kiely Wealth Advisory Group
North Carolina
$10.6K +$10.6K +388 New
BL
313
BFSG LLC
California
$10.1K +$10.1K +366 New
WT
314
Washington Trust
Rhode Island
$9.96K – – –
SWM
315
Spire Wealth Management
Virginia
$9.5K +$3.57K +134 +60%
HFS
316
Hantz Financial Services
Michigan
$9K – – –
Bessemer Group
317
Bessemer Group
New Jersey
$9K +$9K +336 New
SL
318
Salomon & Ludwin
Virginia
$8.83K – – –
SIM
319
Studio Investment Management
Illinois
$8.58K – – –
KFI
320
Key Financial Inc
Pennsylvania
$7.75K – – –
MFT
321
Moisand Fitzgerald Tamayo
Florida
$7.53K +$5.09K +184 +209%
LWA
322
Lowe Wealth Advisors
Maryland
$7.25K – – –
PCMC
323
Private Capital Management (Colorado)
Colorado
$7.2K -$18.2K -656 -72%
AIC
324
Archer Investment Corporation
Indiana
$6.86K – – –
AAP
325
Arax Advisory Partners
Colorado
$6.76K -$16.1K -582 -70%
11 12
13
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