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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
401
Newbridge Financial Services Group
Florida
$6.77K +$6.77K +228 New
HCM
402
Hollencrest Capital Management
California
$6.59K – – –
BGWM
403
Bridge Generations Wealth Management
Florida
$6.43K +$6.43K +217 New
ACA
404
Atlas Capital Advisors
Wyoming
$6.4K +$30 +1 +0.5%
BWL
405
Bogart Wealth LLC
Virginia
$6.06K – – –
TC
406
Truvestments Capital
Florida
$5.7K – – –
EW
407
Element Wealth
Mississippi
$5.64K – – –
JFA
408
JNBA Financial Advisors
Minnesota
$5.58K – – –
MFT
409
Moisand Fitzgerald Tamayo
Florida
$5.47K – – –
DAM
410
Delta Asset Management
Tennessee
$4.81K – – –
HNB
411
Huntington National Bank
Ohio
$4.69K -$82.8K – –
EFP
412
EnRich Financial Partners
Wisconsin
$4.69K – – –
WAG
413
Wiser Advisor Group
Arizona
$4.52K – – –
AA
414
Ancora Advisors
Ohio
$3.98K – – –
OC
415
Oarsman Capital
Wisconsin
$3.39K +$3.39K +114 New
GEA
416
Glen Eagle Advisors
New Jersey
$3.17K -$30 -1 -0.9%
FFA
417
Founders Financial Alliance
North Carolina
$2.85K – – –
EWP
418
Elevation Wealth Partners
California
$2.81K +$30 +1 +1%
FMP
419
Financial Management Professionals
Texas
$2.41K -$149 -5 -6%
IRC
420
Investors Research Corp
Georgia
$2.38K – – –
AIM
421
Anchor Investment Management
South Carolina
$2.38K – – –
CAS
422
Coppell Advisory Solutions
Texas
$2.37K – – –
UCB
423
United Community Bank
South Carolina
$2.26K +$2.26K +76 New
WWM
424
Wagner Wealth Management
South Carolina
$1.64K +$30 +1 +2%
GK
425
Graney & King
New York
$1.63K +$1.63K +55 New
15 16
17
18 19