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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 %
LC
351
Lindbrook Capital
California
$1.94K – – –
HWA
352
Heritage Wealth Advisors
Virginia
$1.88K +$1.88K +68 New
BWL
353
Bogart Wealth LLC
Virginia
$1.72K -$2.71K -98 -61%
AFWM
354
Abich Financial Wealth Management
Virginia
$1.33K +$1.33K +48 New
TFGT
355
TS Financial Group (TSFG)
Illinois
$1K -$29.1K -1,570 -97%
TFA
356
Transamerica Financial Advisors
Florida
$1K – – –
GWSG
357
GPS Wealth Strategies Group
Colorado
$886 – – –
WWM
358
Wagner Wealth Management
South Carolina
$886 +$111 +4 +14%
BAM
359
Byrne Asset Management
New Jersey
$842 – – –
RIL
360
Rothschild Investment LLC
Illinois
$775 +$775 +28 New
Qube Research & Technologies (QRT)
361
Qube Research & Technologies (QRT)
United Kingdom
$775 +$775 +28 New
SAM
362
Smartleaf Asset Management
Massachusetts
$672 +$672 +24 New
AWM
363
Able Wealth Management
New Jersey
$180 +$180 +6 New
CCMI
364
Creative Capital Management Investments
California
$166 -$2.05K -74 -93%
Citadel Advisors
365
Citadel Advisors
Florida
– -$987K -40,718 Closed
Fisher Asset Management
366
Fisher Asset Management
Washington
– -$636K -26,230 Closed
TA
367
TruWealth Advisors
Louisiana
– -$487K -20,100 Closed
GS
368
GTS Securities
New York
– -$259K -10,676 Closed
ICG
369
InterOcean Capital Group
Tennessee
– -$227K -9,380 Closed
RRCM
370
Rappaport Reiches Capital Management
Illinois
– -$218K -9,000 Closed
SSWM
371
Sheets Smith Wealth Management
North Carolina
– -$95.4K -3,936 Closed
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
– -$7.27K -300 Closed
GI
373
Gradient Investments
Minnesota
– -$6.4K -264 Closed
MAWA
374
Moss Adams Wealth Advisors
Washington
– -$4.85K -200 Closed
MIM
375
Macroview Investment Management
Maryland
– -$2.86K -118 Closed
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15
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