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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$38.7K -$2.55K -86 -6%
PCWA
352
Pacific Capital Wealth Advisors
California
$37.7K – – –
SRCM
353
Signature Resources Capital Management
California
$36.6K – – –
SSB
354
Sandy Spring Bank
Maryland
$35K – – –
CSWM
355
Cassady Schiller Wealth Management
Ohio
$34K – – –
EWA
356
EverSource Wealth Advisors
Alabama
$33.6K – – –
IHWM
357
Iron Horse Wealth Management
Iowa
$32.4K – – –
FP
358
Financial Perspectives
Minnesota
$32.3K – – –
Citigroup
359
Citigroup
New York
$31.7K +$59 +2 +0.2%
AssetMark Inc
360
AssetMark Inc
California
$31.2K +$14K +472 +81%
BCWM
361
Bartlett & Co Wealth Management
Ohio
$28.9K – – –
BA
362
Bristlecone Advisors
Washington
$27.1K +$148 +5 +0.6%
CA
363
Continuum Advisory
Idaho
$27K +$4.54K +153 +20%
ACA
364
American Capital Advisory
Idaho
$26.1K +$148 +5 +0.6%
HPIA
365
Hamilton Point Investment Advisors
North Carolina
$24.9K – – –
FCAS
366
First Command Advisory Services
Texas
$23.5K – – –
MFS
367
Mattson Financial Services
Michigan
$22.8K +$22.8K +383 New
KBFS
368
Kohmann Bosshard Financial Services
Ohio
$22.8K +$22.8K +768 New
PS
369
Pinney & Scofield
Massachusetts
$22.5K +$22.5K +758 New
ME
370
McIlrath & Eck
Washington
$21.2K – – –
CP
371
Castleview Partners
Texas
$21.1K – – –
AP
372
Aspect Partners
Virginia
$20.6K – – –
CCM
373
Chilton Capital Management
Texas
$19.8K – – –
GWSA
374
Global Wealth Strategies & Associates
Colorado
$19.2K +$59 +2 +0.3%
SIC
375
Salem Investment Counselors
North Carolina
$18.8K +$11.6K +392 +163%
13 14
15
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