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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 %
BWM
401
BCS Wealth Management
Tennessee
-$343K -12,016 Closed
YIH
402
Y-Intercept (HK)
Hong Kong
-$293K -10,272 Closed
WJWM
403
Williams Jones Wealth Management
New York
-$235K -8,244 Closed
CCA
404
Cobblestone Capital Advisors
New York
-$221K -7,736 Closed
WCFA
405
Walkner Condon Financial Advisors
Wisconsin
-$210K -7,360 Closed
PP
406
Patten & Patten
Tennessee
-$204K -7,160 Closed
WEG
407
World Equity Group
Illinois
-$202K -7,084 Closed
PAS
408
Park Avenue Securities
New York
-$201K -7,064 Closed
SW
409
Simplicity Wealth
New Jersey
-$201K -7,048 Closed
BFG
410
Bleakley Financial Group
New Jersey
-$201K -7,048 Closed
AWM
411
Avior Wealth Management
Nebraska
-$89.8K -3,150 Closed
Simplex Trading
412
Simplex Trading
Illinois
-$67K -2,384 Closed
NCM
413
Northwest Capital Management
Oregon
-$63.6K -2,230 Closed
LTI
414
Laffer Tengler Investments
Tennessee
-$61.6K -2,160 Closed
BL
415
Balentine LLC
Georgia
-$32.6K -1,142 Closed
WIC
416
Woodmont Investment Counsel
Tennessee
-$31.8K -1,116 Closed
MJRIC
417
Mogy Joel R Investment Counsel
California
-$22K -770 Closed
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
-$14.1K -560 Closed
GWANC
419
Guardian Wealth Advisors (North Carolina)
North Carolina
-$13.7K -482 Closed
WT
420
Washington Trust
Rhode Island
-$10.3K -360 Closed
LWA
421
Lowe Wealth Advisors
Maryland
-$7.47K -262 Closed
RP
422
Rice Partnership
Hawaii
-$6.84K -240 Closed
CA
423
CoreCap Advisors
Michigan
-$5.59K -196 Closed
WPWM
424
Western Pacific Wealth Management
Illinois
-$3.31K -116 Closed
SWA
425
SOA Wealth Advisors
New York
-$3.14K -110 Closed