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Schwab Fundamental US Small Company Index ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
376
B. Riley Wealth Advisors
Florida
-$3.15M -113,742 Closed
Susquehanna International Group
377
Susquehanna International Group
Pennsylvania
-$2.92M -105,528 Closed
AWM
378
AE Wealth Management
Kansas
-$1.38M -50,810 Closed
AI
379
Atria Investments
North Carolina
-$1.01M -36,318 Closed
TPA
380
Trivium Point Advisory
Connecticut
-$393K -14,202 Closed
MSR
381
Main Street Research
Connecticut
-$242K -8,756 Closed
GC
382
Gratus Capital
Georgia
-$220K -7,938 Closed
PCIA
383
Prime Capital Investment Advisors
Kansas
-$210K -7,582 Closed
BAM
384
BOS Asset Management
Illinois
-$208K -7,516 Closed
ASN
385
Advisory Services Network
Georgia
-$156K -5,638 Closed
PS
386
Planned Solutions
California
-$146K -5,290 Closed
BTI
387
Blue Trust Inc
Georgia
-$86K -3,556 Closed
AC
388
AlphaCore Capital
California
-$96.3K -3,478 Closed
GJIA
389
Glass Jacobson Investment Advisors
Maryland
-$49.4K -1,784 Closed
TFG
390
Team Financial Group
California
-$43.6K -1,576 Closed
ITIM
391
Indiana Trust & Investment Management
Indiana
-$40K -1,444 Closed
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$25.3K -914 Closed
BCPWM
393
Bradley & Co Private Wealth Management
Florida
-$17.7K -640 Closed
MSWM
394
McGlone Suttner Wealth Management
Wisconsin
-$13.1K -474 Closed
SIM
395
Studio Investment Management
Illinois
-$8.58K -310 Closed
LPP
396
Life Planning Partners
Florida
-$6.7K -242 Closed
TF
397
Tompkins Financial
New York
-$6.64K -240 Closed
SMA
398
Sage Mountain Advisors
Georgia
-$3.32K -120 Closed
FHA
399
First Horizon Advisors
Tennessee
-$2.93K -106 Closed
AEPWM
400
Atlantic Edge Private Wealth Management
Florida
-$2.44K -88 Closed