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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.

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 %
TCM
301
TruNorth Capital Management
Michigan
$31.5K +$31.5K +1,106 New
FP
302
Financial Perspectives
Minnesota
$31K
HI
303
Harbour Investments
Wisconsin
$30.7K
SSB
304
Sandy Spring Bank
Maryland
$30.1K -$32.4K -1,136 -52%
SIC
305
Salem Investment Counselors
North Carolina
$29.7K
BCWM
306
Bartlett & Co Wealth Management
Ohio
$27.7K
NA
307
NewEdge Advisors
Louisiana
$25.7K +$9.29K +326 +57%
LFG
308
Larson Financial Group
Missouri
$24K -$437K -15,316 -95%
HPIA
309
Hamilton Point Investment Advisors
North Carolina
$24K
PS
310
Principal Securities
Iowa
$23.2K -$5.54K -194 -19%
AIC
311
Archer Investment Corporation
Indiana
$22.9K +$15.9K +556 +224%
MJRIC
312
Mogy Joel R Investment Counsel
California
$22K +$22K +770 New
ACA
313
American Capital Advisory
Idaho
$20.8K -$292 -12 -1%
ME
314
McIlrath & Eck
Washington
$20.4K
AP
315
Aspect Partners
Virginia
$19.7K
GWSA
316
Global Wealth Strategies & Associates
Colorado
$18.4K
SIC
317
SJS Investment Consulting
Ohio
$16.6K +$16.6K +582 New
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$14.1K
GWANC
319
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.7K
PCMC
320
Private Capital Management (Colorado)
Colorado
$12.9K +$5.53K +194 +75%
W
321
WealthCollab
Washington
$12.5K
GI
322
Gradient Investments
Minnesota
$12.4K +$12.4K +434 New
ACA
323
Atlas Capital Advisors
Wyoming
$12.1K
GWS
324
Glassman Wealth Services
Virginia
$11.7K
ATC
325
Adirondack Trust Company
New York
$11.7K