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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.47B
2
SAG
2
SageView Advisory Group
California
$74.6M
3
TC
3
Trilogy Capital
California
$34.3M
4
SFS
4
Solitude Financial Services
Virginia
$29.3M
5
MCM
5
MAI Capital Management
Ohio
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AFA
2
Arlington Financial Advisors
California
$8.71M
3
HP
3
Hilltop Partners
Indiana
$5.86M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
351
SOA Wealth Advisors
New York
$3.14K – – –
CPA
352
Clear Point Advisors
New York
$3.12K +$170 +6 +6%
MSFP
353
Mark Sheptoff Financial Planning
Connecticut
$2.97K – – –
KA
354
Kozak & Associates
Colorado
$2.74K – – –
EWP
355
Elevation Wealth Partners
California
$2.68K – – –
HGERS
356
Householder Group Estate & Retirement Specialist
Arizona
$2.51K – – –
NP
357
NorthRock Partners
Minnesota
$2.45K – – –
CFGS
358
Concourse Financial Group Securities
Alabama
$2.45K +$2.45K +86 New
MRCM
359
M&R Capital Management
New Jersey
$2.4K -$2.11K -74 -47%
IRC
360
Investors Research Corp
Georgia
$2.28K -$18K -632 -89%
AIM
361
Anchor Investment Management
South Carolina
$2.28K – – –
FMP
362
Financial Management Professionals
Texas
$2K – – –
HWA
363
Heritage Wealth Advisors
Virginia
$1.94K – – –
GEA
364
Glen Eagle Advisors
New Jersey
$1.53K -$1.53K -54 -50%
AFWM
365
Abich Financial Wealth Management
Virginia
$1.37K – – –
RCM
366
Raleigh Capital Management
North Carolina
$1.26K +$1.26K +44 New
WWM
367
Wagner Wealth Management
South Carolina
$1.08K +$171 +6 +19%
GWSG
368
GPS Wealth Strategies Group
Colorado
$912 – – –
BAM
369
Byrne Asset Management
New Jersey
$855 – – –
RIL
370
Rothschild Investment LLC
Illinois
$798 – – –
SAM
371
Smartleaf Asset Management
Massachusetts
$681 – – –
BlackRock
372
BlackRock
New York
$456 +$456 +16 New
ACM
373
Anfield Capital Management
California
$399 +$399 +14 New
CCMI
374
Creative Capital Management Investments
California
$171 – – –
Two Sigma Investments
375
Two Sigma Investments
New York
– -$3.68M -132,800 Closed
13 14
15
16 17