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Schwab Fundamental US Small Company Index ETF

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
301
Sound Income Strategies
Florida
$77.6K +$68.4K +2,296 +741%
CIAS
302
CBIZ Investment Advisory Services
Ohio
$74.2K
PS
303
Principal Securities
Iowa
$73.4K +$40K +1,344 +120%
GWM
304
Geneos Wealth Management
Colorado
$65.2K
EWA
305
Elevate Wealth Advisory
Georgia
$63.5K
RP
306
Rice Partnership
Hawaii
$61.4K +$61.4K +2,062 New
FCA
307
FinTrust Capital Advisors
South Carolina
$56.9K
UB
308
UMB Bank
Missouri
$56.6K
CJ
309
Caitlin John
Michigan
$56.6K +$28.3K +1,806 +100%
SPIA
310
Steward Partners Investment Advisory
New York
$52.4K -$11.3K -378 -18%
VWM
311
Venturi Wealth Management
Texas
$51.9K
GA
312
GoalVest Advisory
New York
$51.5K
FWP
313
FAS Wealth Partners
Kansas
$50.1K -$536 -18 -1%
TCM
314
TruNorth Capital Management
Michigan
$48.1K +$15.2K +510 +46%
MFA
315
Morling Financial Advisors
California
$47.7K +$47.7K +1,600 New
MAM
316
Marquette Asset Management
Minnesota
$44.7K +$44.7K +1,502 New
MCM
317
MidAtlantic Capital Management
Virginia
$43.8K +$21.9K +734 +99%
CFD
318
Creative Financial Designs
Indiana
$42.9K +$774 +26 +2%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$41.4K
BCMLT
320
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.4K
LIA
321
Luken Investment Analytics
Tennessee
$39.8K
PCWA
322
Pacific Capital Wealth Advisors
California
$37.8K
VAMG
323
Voisard Asset Management Group
Michigan
$36.8K +$36.8K +1,234 New
SRCM
324
Signature Resources Capital Management
California
$36.7K
SSB
325
Sandy Spring Bank
Maryland
$35.1K