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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 %
KWAG
326
Kiely Wealth Advisory Group
North Carolina
$10.6K
BL
327
BFSG LLC
California
$10.4K
SL
328
Salomon & Ludwin
Virginia
$10.4K
WT
329
Washington Trust
Rhode Island
$10.3K
Bessemer Group
330
Bessemer Group
New Jersey
$10K
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$9.64K +$8.84K +310 +1,107%
SIS
332
Sound Income Strategies
Florida
$8.84K -$103K -3,610 -92%
Jones Financial Companies
333
Jones Financial Companies
Missouri
$8.5K +$8.5K +298 New
KFI
334
Key Financial Inc
Pennsylvania
$7.98K
LWA
335
Lowe Wealth Advisors
Maryland
$7.47K
AAP
336
Arax Advisory Partners
Colorado
$6.98K
RP
337
Rice Partnership
Hawaii
$6.84K +$6.84K +240 New
HNB
338
Huntington National Bank
Ohio
$6.39K
HCM
339
Hollencrest Capital Management
California
$6.33K
CA
340
CoreCap Advisors
Michigan
$5.59K +$5.59K +196 New
EW
341
Element Wealth
Mississippi
$5.42K
JFA
342
JNBA Financial Advisors
Minnesota
$5.36K
MFT
343
Moisand Fitzgerald Tamayo
Florida
$5.25K -$2.51K -88 -32%
EWA
344
EverSource Wealth Advisors
Alabama
$5.21K -$7.9K -294 -60%
CAL
345
Capital Analysts LLC
Pennsylvania
$5K
DAM
346
Delta Asset Management
Tennessee
$4.62K
DF
347
Dunhill Financial
United Kingdom
$4.51K +$4.51K +158 New
WAG
348
Wiser Advisor Group
Arizona
$4.29K
HFS
349
Hantz Financial Services
Michigan
$4K -$6.73K -212 -63%
WPWM
350
Western Pacific Wealth Management
Illinois
$3.31K +$3.31K +116 New