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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 %
CPA
376
Clear Point Advisors
New York
$3.27K
GEA
377
Glen Eagle Advisors
New Jersey
$3.22K
NIC
378
Northwest Investment Counselors
Oregon
$3.11K +$3.11K +104 New
MSFP
379
Mark Sheptoff Financial Planning
Connecticut
$3.1K
CFGS
380
Concourse Financial Group Securities
Alabama
$3.04K +$477 +16 +19%
FMP
381
Financial Management Professionals
Texas
$3K
FFA
382
Founders Financial Alliance
North Carolina
$2.86K +$2.86K +96 New
EWP
383
Elevation Wealth Partners
California
$2.81K
NP
384
NorthRock Partners
Minnesota
$2.56K
MRCM
385
M&R Capital Management
New Jersey
$2.5K
IRC
386
Investors Research Corp
Georgia
$2.38K
AIM
387
Anchor Investment Management
South Carolina
$2.38K
CAS
388
Coppell Advisory Solutions
Texas
$2.38K -$12.6K -424 -84%
HGERS
389
Householder Group Estate & Retirement Specialist
Arizona
$2K
WWM
390
Wagner Wealth Management
South Carolina
$1.61K +$359 +12 +29%
RCM
391
Raleigh Capital Management
North Carolina
$1.32K
JIP
392
Jaffetilchin Investment Partners
Florida
$1.08K +$1.08K +36 New
GWSG
393
GPS Wealth Strategies Group
Colorado
$953
BAM
394
Byrne Asset Management
New Jersey
$894
BF
395
BOK Financial
Oklahoma
$876 +$876 +30 New
RIL
396
Rothschild Investment LLC
Illinois
$834
GSEP
397
Golden State Equity Partners
California
$833 +$833 +28 New
SAM
398
Smartleaf Asset Management
Massachusetts
$713
BNP Paribas Financial Markets
399
BNP Paribas Financial Markets
France
$655 +$417 +14 +175%
SIS
400
Strategic Investment Solutions
Illinois
$477