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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 %
TFF
376
The Family Firm
Maryland
$1.37K +$1.37K +50 New
AFWM
377
Abich Financial Wealth Management
Virginia
$1.32K
CP
378
Camelot Portfolios
Ohio
$1.26K +$1.26K +46 New
RCM
379
Raleigh Capital Management
North Carolina
$1.21K
WWM
380
Wagner Wealth Management
South Carolina
$1.15K +$110 +4 +11%
GWSG
381
GPS Wealth Strategies Group
Colorado
$879
BAM
382
Byrne Asset Management
New Jersey
$817
RIL
383
Rothschild Investment LLC
Illinois
$769
TAM
384
Tucker Asset Management
Colorado
$714 +$714 +26 New
SAM
385
Smartleaf Asset Management
Massachusetts
$653
SIS
386
Strategic Investment Solutions
Illinois
$480 +$480 +16 New
BNP Paribas Financial Markets
387
BNP Paribas Financial Markets
France
$220 +$220 +8 New
WOSD
388
WFA of San Diego
California
$220 +$220 +8 New
CCMI
389
Creative Capital Management Investments
California
$165
AEPWM
390
Atlantic Edge Private Wealth Management
Florida
$55 +$55 +2 New
LC
391
Lindbrook Capital
California
$1
CSIA
392
Charles Schwab Investment Advisory
California
-$5.47B -191,904,034 Closed
LNC
393
Lincoln National Corp
Pennsylvania
-$17.9M -628,034 Closed
Goldman Sachs
394
Goldman Sachs
New York
-$1.67M -58,522 Closed
OWM
395
OneAscent Wealth Management
Alabama
-$535K -18,762 Closed
CIS
396
Custom Index Systems
New York
-$525K -18,428 Closed
FTUS
397
Flow Traders U.S.
New York
-$484K -16,964 Closed
MWM
398
Mission Wealth Management
California
-$425K -14,908 Closed
CRC
399
Curi RMB Capital
Illinois
-$366K -12,818 Closed
RF
400
RHS Financial
California
-$360K -12,638 Closed