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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
26
Shore Point Advisors
New Jersey
$7.06M +$177K +7,296 +3%
CFO
27
Collective Family Office
Pennsylvania
$6.97M -$236K -9,736 -3%
CST
28
Charles Schwab Trust
Nevada
$6.67M +$698K +28,806 +12%
NRI
29
NFP Retirement Inc
California
$6.59M +$2.68M +110,644 +69%
SSWG
30
Seven Springs Wealth Group
Tennessee
$6.14M +$73.4K +3,026 +1%
Mariner
31
Mariner
Kansas
$5.95M -$1.78M -73,274 -23%
SS
32
Sound Stewardship
Kansas
$5.86M -$9.6K -396 -0.2%
IIC
33
Ironwood Investment Counsel
Arizona
$5.72M +$597K +24,624 +12%
BCI
34
Brinker Capital Investments
Pennsylvania
$5.65M -$4.22M -174,230 -43%
OPS
35
Orion Portfolio Solutions
Nebraska
$5.65M -$4.22M -174,230 -43%
OWM
36
Opes Wealth Management
California
$5.57M +$233K +9,592 +4%
EWA
37
Exencial Wealth Advisors
Oklahoma
$5.52M -$28.6K -1,180 -0.5%
RWA
38
Rainsberger Wealth Advisors
Colorado
$5.31M +$73.2K +3,018 +1%
CAM
39
Cresset Asset Management
Illinois
$5.23M -$69.6K -2,872 -1%
Creative Planning
40
Creative Planning
Kansas
$5.2M +$788K +32,496 +18%
SAG
41
SageView Advisory Group
California
$5.18M +$204K +8,422 +4%
HP
42
Hilltop Partners
Indiana
$5.12M +$5.12M +211,252 New
HCA
43
Horan Capital Advisors
Ohio
$5.03M +$5.03M +207,358 New
YAL
44
Your Advocates Ltd
Texas
$4.76M -$153K -6,328 -3%
PAG
45
Private Advisor Group
New Jersey
$4.69M +$22.9K +944 +0.5%
AWM
46
Austin Wealth Management
Texas
$4.51M +$4.51M +181,250 New
LPL Financial
47
LPL Financial
California
$4.35M +$393K +16,196 +10%
HWA
48
HHM Wealth Advisors
Tennessee
$4.24M -$24.1K -994 -0.6%
HighTower Advisors
49
HighTower Advisors
Illinois
$4.11M +$2M +82,748 +95%
CWM
50
Cabot Wealth Management
Massachusetts
$4.05M +$26.9K +1,108 +0.7%