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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 %
BL
351
BFSG LLC
California
$10.9K
SL
352
Salomon & Ludwin
Virginia
$10.8K
SWM
353
Spire Wealth Management
Virginia
$10.6K -$38K -1,278 -78%
GGI
354
Godsey & Gibb Inc
Virginia
$10.5K +$10.5K +354 New
Bessemer Group
355
Bessemer Group
New Jersey
$10K
AAG
356
Armstrong Advisory Group
Massachusetts
$9.47K +$7.15K +240 +308%
KFI
357
Key Financial Inc
Pennsylvania
$8.34K
ACM
358
Anfield Capital Management
California
$8.22K +$8.22K +552 New
TAM
359
Tucker Asset Management
Colorado
$7.51K +$6.74K +226 +869%
AIC
360
Archer Investment Corporation
Indiana
$7.44K +$60 +2 +0.8%
AAP
361
Arax Advisory Partners
Colorado
$7.35K +$60 +2 +0.8%
SIC
362
Salem Investment Counselors
North Carolina
$7.15K
HCM
363
Hollencrest Capital Management
California
$6.61K
ACA
364
Atlas Capital Advisors
Wyoming
$6.39K +$60 +2 +0.9%
GT
365
Glenmede Trust
Pennsylvania
$6.2K
BWL
366
Bogart Wealth LLC
Virginia
$6.08K
TC
367
Truvestments Capital
Florida
$5.72K +$5.72K +192 New
EW
368
Element Wealth
Mississippi
$5.66K
JFA
369
JNBA Financial Advisors
Minnesota
$5.6K
MFT
370
Moisand Fitzgerald Tamayo
Florida
$5.48K
DAM
371
Delta Asset Management
Tennessee
$4.83K
EFP
372
EnRich Financial Partners
Wisconsin
$4.71K
FWM
373
FSA Wealth Management
Massachusetts
$4.65K +$4.65K +156 New
WAG
374
Wiser Advisor Group
Arizona
$4.51K
AA
375
Ancora Advisors
Ohio
$3.99K