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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 %
LIA
301
Luken Investment Analytics
Tennessee
$36.7K
PCWA
302
Pacific Capital Wealth Advisors
California
$34.8K -$7.74K -282 -18%
EWA
303
EverSource Wealth Advisors
Alabama
$33.9K +$28.1K +936 +482%
SRCM
304
Signature Resources Capital Management
California
$33.8K
SSB
305
Sandy Spring Bank
Maryland
$32.3K +$3.35K +122 +12%
CSWM
306
Cassady Schiller Wealth Management
Ohio
$31.4K -$26.3K -958 -46%
PS
307
Principal Securities
Iowa
$30.8K +$8.52K +310 +38%
TCM
308
TruNorth Capital Management
Michigan
$30.4K
IHWM
309
Iron Horse Wealth Management
Iowa
$30K +$30K +1,092 New
FP
310
Financial Perspectives
Minnesota
$29.9K
HI
311
Harbour Investments
Wisconsin
$29.6K
Citigroup
312
Citigroup
New York
$29.4K -$23.9K -872 -45%
FCAS
313
First Command Advisory Services
Texas
$27.4K -$10.3K -376 -27%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$26.8K
TWP
315
Triad Wealth Partners
Kansas
$25.9K +$25.9K +942 New
ACA
316
American Capital Advisory
Idaho
$24K +$332 +12 +1%
HPIA
317
Hamilton Point Investment Advisors
North Carolina
$23.2K
DWM
318
Dogwood Wealth Management
Kansas
$20.4K +$20.4K +744 New
MCM
319
MidAtlantic Capital Management
Virginia
$20.3K +$20.3K +738 New
SP
320
SWS Partners
Ohio
$20.2K +$20.2K +734 New
ATPW
321
Ashton Thomas Private Wealth
Arizona
$19.8K +$19.8K +722 New
ME
322
McIlrath & Eck
Washington
$19.6K
AP
323
Aspect Partners
Virginia
$19K
SIC
324
SJS Investment Consulting
Ohio
$18.9K +$2.97K +108 +19%
GWSA
325
Global Wealth Strategies & Associates
Colorado
$17.7K