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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 %
MSFP
426
Mark Sheptoff Financial Planning
Connecticut
$1.54K -$1.54K -52 -50%
NIA
427
NBZ Investment Advisors
Tennessee
$1.43K +$1.43K +48 New
PIP
428
Peachtree Investment Partners
Florida
$1.37K +$1.37K +46 New
RCM
429
Raleigh Capital Management
North Carolina
$1.33K +$29 +1 +2%
WTFG
430
Wood Tarver Financial Group
Idaho
$1K +$1K +38 New
GWSG
431
GPS Wealth Strategies Group
Colorado
$950 – – –
BAM
432
Byrne Asset Management
New Jersey
$891 – – –
BF
433
BOK Financial
Oklahoma
$875 – – –
RIL
434
Rothschild Investment LLC
Illinois
$832 – – –
PFBT
435
Parkside Financial Bank & Trust
Missouri
$773 +$773 +26 New
SAM
436
Smartleaf Asset Management
Massachusetts
$709 – – –
AIA
437
Armor Investment Advisors
North Carolina
$653 +$653 +22 New
HC
438
Hurley Capital
New York
$606 +$606 +20 New
VHAM
439
Van Hulzen Asset Management
California
$297 +$297 +10 New
AEPWM
440
Atlantic Edge Private Wealth Management
Florida
$60 – – –
LC
441
Lindbrook Capital
California
$1 -$1 – –
MSFS
442
Main Street Financial Solutions
Pennsylvania
– -$3.77M -126,430 Closed
Jane Street
443
Jane Street
New York
– -$1.8M -60,280 Closed
Goldman Sachs
444
Goldman Sachs
New York
– -$1.37M -45,952 Closed
TNA
445
True North Advisors
Texas
– -$1.29M -43,268 Closed
Two Sigma Investments
446
Two Sigma Investments
New York
– -$608K -20,400 Closed
Prudential Financial
447
Prudential Financial
New Jersey
– -$446K -14,982 Closed
D.E. Shaw & Co
448
D.E. Shaw & Co
New York
– -$443K -14,888 Closed
FTDI
449
First Trust Direct Indexing
Massachusetts
– -$382K -12,820 Closed
VA
450
Valmark Advisers
Ohio
– -$373K -12,526 Closed
15 16 17
18
19