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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 %
JFA
351
JNBA Financial Advisors
Minnesota
$5.16K
MFT
352
Moisand Fitzgerald Tamayo
Florida
$5.05K
DAM
353
Delta Asset Management
Tennessee
$4.45K
DF
354
Dunhill Financial
United Kingdom
$4.34K
EFP
355
EnRich Financial Partners
Wisconsin
$4.34K +$4.34K +158 New
WAG
356
Wiser Advisor Group
Arizona
$4.13K +$54 +2 +1%
AA
357
Ancora Advisors
Ohio
$3.68K +$3.68K +134 New
CPA
358
Clear Point Advisors
New York
$3.01K
GEA
359
Glen Eagle Advisors
New Jersey
$2.95K +$1.47K +54 +100%
PGAM
360
Princeton Global Asset Management
New Jersey
$2.91K +$2.91K +106 New
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$2.86K
RWMG
362
Redwood Wealth Management Group
New Jersey
$2.75K +$2.75K +100 New
KA
363
Kozak & Associates
Colorado
$2.64K
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$2.64K -$6.65K -242 -72%
EWP
365
Elevation Wealth Partners
California
$2.58K
NP
366
NorthRock Partners
Minnesota
$2.37K
CFGS
367
Concourse Financial Group Securities
Alabama
$2.37K
MRCM
368
M&R Capital Management
New Jersey
$2.31K
AIM
369
Anchor Investment Management
South Carolina
$2.2K
IRC
370
Investors Research Corp
Georgia
$2.2K
AAG
371
Armstrong Advisory Group
Massachusetts
$2.14K +$2.14K +78 New
FMP
372
Financial Management Professionals
Texas
$2K
HGERS
373
Householder Group Estate & Retirement Specialist
Arizona
$2K
HWA
374
Heritage Wealth Advisors
Virginia
$1.87K
SFC
375
Strategic Financial Concepts
Texas
$1.74K +$1.74K +206,756 New