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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 %
LPP
326
Life Planning Partners
Florida
$6.7K +$6.7K +242 New
TF
327
Tompkins Financial
New York
$6.64K +$6.64K +240 New
HCM
328
Hollencrest Capital Management
California
$6.14K – – –
EW
329
Element Wealth
Mississippi
$5.26K – – –
JFA
330
JNBA Financial Advisors
Minnesota
$5.2K – – –
CAL
331
Capital Analysts LLC
Pennsylvania
$5K – – –
DAM
332
Delta Asset Management
Tennessee
$4.48K – – –
MRCM
333
M&R Capital Management
New Jersey
$4.37K – – –
WAG
334
Wiser Advisor Group
Arizona
$4.15K +$4.15K +150 New
SMA
335
Sage Mountain Advisors
Georgia
$3.32K – – –
SWA
336
SOA Wealth Advisors
New York
$3.04K – – –
GEA
337
Glen Eagle Advisors
New Jersey
$2.96K +$55 +2 +2%
FHA
338
First Horizon Advisors
Tennessee
$2.93K +$2.93K +106 New
MSFP
339
Mark Sheptoff Financial Planning
Connecticut
$2.88K – – –
CPA
340
Clear Point Advisors
New York
$2.86K +$2.86K +104 New
KA
341
Kozak & Associates
Colorado
$2.54K – – –
AEPWM
342
Atlantic Edge Private Wealth Management
Florida
$2.44K +$2.44K +88 New
NP
343
NorthRock Partners
Minnesota
$2.38K +$2.38K +86 New
EWP
344
Elevation Wealth Partners
California
$2.28K – – –
AIM
345
Anchor Investment Management
South Carolina
$2.21K – – –
FCAS
346
First Command Advisory Services
Texas
$2.05K -$941 -34 -31%
FMP
347
Financial Management Professionals
Texas
$2K -$93 -4 -4%
AW
348
Avion Wealth
Texas
$2K – – –
HGERS
349
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
UIA
350
Ulland Investment Advisors
Minnesota
$2K +$2K +78 New
12 13
14
15 16