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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 %
FTUS
451
Flow Traders U.S.
New York
– -$372K -12,500 Closed
DAS
452
Dynamic Advisor Solutions
Arizona
– -$360K -12,088 Closed
CPP
453
Capasso Planning Partners
South Carolina
– -$323K -10,856 Closed
YIH
454
Y-Intercept (HK)
Hong Kong
– -$280K -9,412 Closed
AFP
455
Alpha Financial Partners
Kentucky
– -$268K -8,982 Closed
MIC
456
Meridian Investment Counsel
California
– -$203K -6,832 Closed
NHC
457
Nicholas Hoffman & Company
Georgia
– -$201K -6,762 Closed
PS
458
Planned Solutions
California
– -$168K -5,632 Closed
FHA
459
First Horizon Advisors
Tennessee
– -$118K -3,976 Closed
RP
460
Rice Partnership
Hawaii
– -$61.4K -2,062 Closed
MAM
461
Marquette Asset Management
Minnesota
– -$44.7K -1,502 Closed
VAMG
462
Voisard Asset Management Group
Michigan
– -$36.8K -1,234 Closed
ACM
463
Anfield Capital Management
California
– -$8.22K -552 Closed
GGI
464
Godsey & Gibb Inc
Virginia
– -$10.5K -354 Closed
TAM
465
Tucker Asset Management
Colorado
– -$7.51K -252 Closed
FWM
466
FSA Wealth Management
Massachusetts
– -$4.65K -156 Closed
CPA
467
Clear Point Advisors
New York
– -$3.27K -110 Closed
CFGS
468
Concourse Financial Group Securities
Alabama
– -$3.04K -102 Closed
HGERS
469
Householder Group Estate & Retirement Specialist
Arizona
– -$2K -88 Closed
JIP
470
Jaffetilchin Investment Partners
Florida
– -$1.08K -36 Closed
GSEP
471
Golden State Equity Partners
California
– -$833 -28 Closed
BNP Paribas Financial Markets
472
BNP Paribas Financial Markets
France
– -$655 -22 Closed
SIS
473
Strategic Investment Solutions
Illinois
– -$477 -16 Closed
KA
474
Kozak & Associates
Colorado
– -$15 – –
15 16 17 18
19