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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.88B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
IIC
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
Sanctuary Advisors
Indiana
$16.9M
5
AI
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
Stifel Financial
Missouri
$776K
3
DWM
Dechtman Wealth Management
Colorado
$1.25M
4
HP
Hilltop Partners
Indiana
$3.4M
5
ML
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
401
Atlantic Edge Private Wealth Management
Florida
$60 – – –
KA
402
Kozak & Associates
Colorado
$15 -$2.64K -96 Closed
LC
403
Lindbrook Capital
California
$1 -$1 – –
SFC
404
Strategic Financial Concepts
Texas
– -$1.74K -206,756 Closed
BlackRock
405
BlackRock
New York
– -$462K -16,822 Closed
PWM
406
Power Wealth Management
Georgia
– -$445K -16,200 Closed
Renaissance Technologies
407
Renaissance Technologies
New York
– -$330K -12,000 Closed
NWMG
408
National Wealth Management Group
Ohio
– -$256K -9,330 Closed
AWM
409
AE Wealth Management
Kansas
– -$245K -8,938 Closed
HF
410
HRT Financial
New York
– -$238K -8,700 Closed
CSWG
411
Cardinal Strategic Wealth Guidance
Kentucky
– -$97.6K -3,554 Closed
TWP
412
Triad Wealth Partners
Kansas
– -$25.9K -942 Closed
DWM
413
Dogwood Wealth Management
Kansas
– -$20.4K -744 Closed
SP
414
SWS Partners
Ohio
– -$20.2K -734 Closed
ATPW
415
Ashton Thomas Private Wealth
Arizona
– -$19.8K -722 Closed
GI
416
Gradient Investments
Minnesota
– -$12.6K -460 Closed
GLR
417
Great Lakes Retirement
Ohio
– -$10.6K -386 Closed
IAIM
418
International Assets Investment Management
Florida
– -$7.69K -280 Closed
DF
419
Dunhill Financial
United Kingdom
– -$4.34K -158 Closed
MFA
420
McClarren Financial Advisors
Pennsylvania
– -$48K -108 Closed
PGAM
421
Princeton Global Asset Management
New Jersey
– -$2.91K -106 Closed
RWMG
422
Redwood Wealth Management Group
New Jersey
– -$2.75K -100 Closed
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
– -$2.64K -96 Closed
HWA
424
Heritage Wealth Advisors
Virginia
– -$1.87K -68 Closed
TFF
425
The Family Firm
Maryland
– -$1.37K -50 Closed
14 15 16
17
18