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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 %
CAS
326
Coppell Advisory Solutions
Texas
$13.8K +$13.8K +504 New
GI
327
Gradient Investments
Minnesota
$12.6K +$714 +26 +6%
AssetMark Inc
328
AssetMark Inc
California
$12.5K +$12.5K +456 New
PCMC
329
Private Capital Management (Colorado)
Colorado
$12.5K
W
330
WealthCollab
Washington
$12K
BFEC
331
Benjamin F. Edwards & Company
Missouri
$12K -$21.5K -774 -64%
DPW
332
DiNuzzo Private Wealth
Pennsylvania
$11.9K +$11.9K +434 New
GWS
333
Glassman Wealth Services
Virginia
$11.3K
ATC
334
Adirondack Trust Company
New York
$11.3K
KWAG
335
Kiely Wealth Advisory Group
North Carolina
$10.8K
GLR
336
Great Lakes Retirement
Ohio
$10.6K +$10.6K +386 New
BL
337
BFSG LLC
California
$10.1K
SL
338
Salomon & Ludwin
Virginia
$10K
Bessemer Group
339
Bessemer Group
New Jersey
$9K
SIS
340
Sound Income Strategies
Florida
$8.51K
KFI
341
Key Financial Inc
Pennsylvania
$7.69K
IAIM
342
International Assets Investment Management
Florida
$7.69K +$7.69K +280 New
AIC
343
Archer Investment Corporation
Indiana
$6.81K -$15.3K -556 -69%
AAP
344
Arax Advisory Partners
Colorado
$6.72K
SIC
345
Salem Investment Counselors
North Carolina
$6.62K -$22.1K -800 -77%
HCM
346
Hollencrest Capital Management
California
$6.1K
ACA
347
Atlas Capital Advisors
Wyoming
$5.85K -$5.85K -212 -50%
GT
348
Glenmede Trust
Pennsylvania
$5.71K +$5.71K +208 New
BWL
349
Bogart Wealth LLC
Virginia
$5.6K +$5.6K +204 New
EW
350
Element Wealth
Mississippi
$5.22K