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Schwab Fundamental US Small Company Index ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
376
SJS Investment Consulting
Ohio
$17.3K
KSWA
377
Kathleen S. Wright Associates
Pennsylvania
$16.6K
GSWM
378
Golden State Wealth Management
California
$15.1K +$15.1K +510 New
SL
379
Salomon & Ludwin
Virginia
$13.8K +$3.03K +102 +28%
W
380
WealthCollab
Washington
$13K
DPW
381
DiNuzzo Private Wealth
Pennsylvania
$12.9K
MA
382
Modus Advisors
Minnesota
$12.4K +$12.4K +416 New
ATC
383
Adirondack Trust Company
New York
$12.2K
GWS
384
Glassman Wealth Services
Virginia
$12.2K
BTI
385
Blue Trust Inc
Georgia
$12.1K +$12.1K +408 New
KWAG
386
Kiely Wealth Advisory Group
North Carolina
$11.8K -$11.8K -388 -50%
BL
387
BFSG LLC
California
$10.9K
SWM
388
Spire Wealth Management
Virginia
$10.6K
RWM
389
Rialto Wealth Management
New York
$10.6K +$10.6K +358 New
GWANC
390
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.6K +$10.6K +356 New
AAG
391
Armstrong Advisory Group
Massachusetts
$9.45K
HI
392
Human Investing
Oregon
$9.27K +$9.27K +312 New
AWM
393
Accredited Wealth Management
Kentucky
$8.5K +$8.5K +286 New
NP
394
NorthRock Partners
Minnesota
$8.44K +$5.88K +198 +230%
KFI
395
Key Financial Inc
Pennsylvania
$8.32K
PCMC
396
Private Capital Management (Colorado)
Colorado
$7.72K -$12.9K -434 -63%
HWP
397
Highline Wealth Partners
California
$7.48K +$7.48K +252 New
AIC
398
Archer Investment Corporation
Indiana
$7.46K +$30 +1 +0.4%
AAP
399
Arax Advisory Partners
Colorado
$7.35K +$59 +2 +0.8%
VWM
400
Vermillion Wealth Management
Minnesota
$6.91K +$6.91K +233 New