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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
1
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
2
Morgan Stanley
New York
$98.2M
3
PPW
3
Pasadena Private Wealth
California
$14.3M
4
GFG
4
Goldstone Financial Group
Illinois
$7.68M
5
HP
5
Hilltop Partners
Indiana
$12.4M

Top Sellers

1
GAM
1
Gemmer Asset Management
California
$15.2M
2
SAG
2
SageView Advisory Group
California
$2.22M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.88M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.88M
5
Ameriprise
5
Ameriprise
Minnesota
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
376
Concord Wealth Partners
Virginia
– -$2.73K -112 Closed
GT
377
Glenmede Trust
Pennsylvania
– -$1.45K -60 Closed
AssetMark Inc
378
AssetMark Inc
California
– -$1.36K -56 Closed
IPW
379
Impact Partnership Wealth
Georgia
– -$1.16K -48 Closed
RCM
380
Raleigh Capital Management
North Carolina
– -$910 -38 Closed
12 13 14 15
16