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Schwab Fundamental US Small Company Index ETF

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$171K -$30.3K -987 -15%
BAM
302
Bellevue Asset Management
Washington
$169K +$59.3K +1,997 +54%
MA
303
MCF Advisors
Kentucky
$164K
AWM
304
Abound Wealth Management
Tennessee
$152K +$24.8K +835 +19%
AWM
305
AE Wealth Management
Kansas
$150K +$150K +5,048 New
ST
306
Smithfield Trust
Pennsylvania
$141K
RTL
307
Red Tortoise LLC
Georgia
$140K -$59.5K -2,003 -30%
TCM
308
TD Capital Management
Tennessee
$139K +$743 +25 +0.5%
KPP
309
Kings Path Partners
Texas
$138K
NA
310
NewEdge Advisors
Louisiana
$132K -$12.9K -434 -9%
ACA
311
Aptus Capital Advisors
Alabama
$130K -$36.3K -1,222 -22%
SIS
312
Sound Income Strategies
Florida
$123K +$45.5K +1,532 +59%
DFA
313
DHJJ Financial Advisors
Illinois
$121K +$267 +9 +0.2%
OCM
314
Osterweis Capital Management
California
$118K -$118K
JHCP
315
Jackson Hole Capital Partners
Oklahoma
$112K
BlackRock
316
BlackRock
New York
$104K +$104K +3,508 New
FRA
317
Front Row Advisors
California
$103K
PS
318
Principal Securities
Iowa
$102K +$28.7K +968 +39%
WAG
319
Windsor Advisory Group
Ohio
$88.2K +$88.2K +2,970 New
AT
320
Arlington Trust
Alabama
$87K
PMFA
321
Plante Moran Financial Advisors
Michigan
$85.4K
VNA
322
Valley National Advisers
Pennsylvania
$83K -$39K -1,314 -32%
MMCM
323
Murphy & Mullick Capital Management
New York
$81.9K +$81.9K +2,756 New
IF
324
Integrity Financial
Wyoming
$80.1K +$80.1K +2,696 New
CIAS
325
CBIZ Investment Advisory Services
Ohio
$74K