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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 %
CSWM
326
Cassady Schiller Wealth Management
Ohio
$34.1K
EWA
327
EverSource Wealth Advisors
Alabama
$33.7K
IHWM
328
Iron Horse Wealth Management
Iowa
$32.5K
FP
329
Financial Perspectives
Minnesota
$32.4K
Citigroup
330
Citigroup
New York
$31.7K -$238 -8 -0.7%
BCWM
331
Bartlett & Co Wealth Management
Ohio
$29K
BA
332
Bristlecone Advisors
Washington
$27.1K +$27.1K +908 New
ACA
333
American Capital Advisory
Idaho
$26K +$238 +8 +0.9%
HPIA
334
Hamilton Point Investment Advisors
North Carolina
$25K
FCAS
335
First Command Advisory Services
Texas
$23.5K -$6.14K -206 -21%
ME
336
McIlrath & Eck
Washington
$21.3K
CP
337
Castleview Partners
Texas
$21.3K +$21.3K +714 New
PCMC
338
Private Capital Management (Colorado)
Colorado
$20.7K +$7.15K +240 +53%
AP
339
Aspect Partners
Virginia
$20.6K
CCM
340
Chilton Capital Management
Texas
$19.8K -$29.8K -1,000 -60%
GWSA
341
Global Wealth Strategies & Associates
Colorado
$19.2K
SIC
342
SJS Investment Consulting
Ohio
$17.3K -$3.22K -108 -16%
AssetMark Inc
343
AssetMark Inc
California
$17.3K +$3.69K +124 +27%
KSWA
344
Kathleen S. Wright Associates
Pennsylvania
$16.7K +$16.7K +560 New
W
345
WealthCollab
Washington
$13K
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$12.9K
KWAG
347
Kiely Wealth Advisory Group
North Carolina
$12.3K +$6.13K +388 +100%
GWS
348
Glassman Wealth Services
Virginia
$12.2K
ATC
349
Adirondack Trust Company
New York
$12.2K
CA
350
Continuum Advisory
Idaho
$11.7K -$12.6K -814 -52%