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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 %
BFPW
326
BOK Financial Private Wealth
Colorado
$72.4K +$72.4K +2,436 New
GP
327
Greenline Partners
New York
$71.6K +$71.6K +2,412 New
MCM
328
Mainstream Capital Management
California
$68.2K +$68.2K +2,296 New
GWM
329
Geneos Wealth Management
Colorado
$65K
EWA
330
Elevate Wealth Advisory
Georgia
$63.3K
SIM
331
Synergy Investment Management
Florida
$61K +$61K +2,054 New
LDB
332
Lee, Danner & Bass
Tennessee
$58K +$58K +1,954 New
UB
333
UMB Bank
Missouri
$56.4K
WWA
334
Wingate Wealth Advisors
Massachusetts
$54.3K +$54.3K +1,828 New
CJ
335
Caitlin John
Michigan
$53.6K -$53.6K -1,806 -50%
SPIA
336
Steward Partners Investment Advisory
New York
$52.2K
Bessemer Group
337
Bessemer Group
New Jersey
$52K +$42.1K +1,420 +423%
MFA
338
McClarren Financial Advisors
Pennsylvania
$52K +$52K +1,778 New
VWM
339
Venturi Wealth Management
Texas
$51.8K +$30 +1 +0.1%
GA
340
GoalVest Advisory
New York
$50.1K -$1.25K -42 -2%
FWP
341
FAS Wealth Partners
Kansas
$49.4K -$594 -20 -1%
TCM
342
TruNorth Capital Management
Michigan
$48K
MFA
343
Morling Financial Advisors
California
$47.5K
BBHC
344
Brown Brothers Harriman & Co
New York
$47.5K +$47.5K +1,598 New
MCM
345
MidAtlantic Capital Management
Virginia
$43.7K
CFD
346
Creative Financial Designs
Indiana
$42.8K
QCG
347
Quadrant Capital Group
Ohio
$42.8K +$42.8K +1,440 New
FWM
348
FLP Wealth Management
Arkansas
$41.6K +$41.6K +1,400 New
BCMLT
349
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.3K
LIA
350
Luken Investment Analytics
Tennessee
$39.7K