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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
2
Morgan Stanley
New York
$98.2M
3
PPW
3
Pasadena Private Wealth
California
$14.3M
4
GFG
4
Goldstone Financial Group
Illinois
$7.68M
5
HP
5
Hilltop Partners
Indiana
$12.4M

Top Sellers

1
GAM
1
Gemmer Asset Management
California
$15.2M
2
SAG
2
SageView Advisory Group
California
$2.22M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.88M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.88M
5
Ameriprise
5
Ameriprise
Minnesota
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
26
Ironwood Investment Counsel
Arizona
$10.9M +$4.37M +157,962 +67%
Bank of America
27
Bank of America
North Carolina
$10.9M +$1.65M +59,460 +18%
SSWG
28
Seven Springs Wealth Group
Tennessee
$9.31M +$2.31M +83,360 +33%
ML
29
McAdam LLC
Pennsylvania
$9.27M -$163K -5,874 -2%
SC
30
Savant Capital
Illinois
$8.72M +$210K +7,590 +2%
JBA
31
Johnson Bixby & Associates
Washington
$8.67M +$275K +9,940 +3%
NRI
32
NFP Retirement Inc
California
$8.44M +$919K +33,214 +12%
SPA
33
Shore Point Advisors
New Jersey
$8.42M +$359K +12,960 +4%
CFO
34
Collective Family Office
Pennsylvania
$8.17M +$213K +7,688 +3%
GFG
35
Goldstone Financial Group
Illinois
$7.68M +$7.68M +277,450 New
SS
36
Sound Stewardship
Kansas
$7.06M +$370K +13,376 +6%
Mariner
37
Mariner
Kansas
$6.99M +$198K +7,146 +3%
Cerity Partners
38
Cerity Partners
New York
$6.96M +$6.42M +232,000 +1,182%
EWA
39
Exencial Wealth Advisors
Oklahoma
$6.54M +$249K +8,990 +4%
HCA
40
Horan Capital Advisors
Ohio
$6.37M +$629K +22,744 +11%
Creative Planning
41
Creative Planning
Kansas
$6.36M +$417K +15,054 +7%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$6.34M +$4.61M +166,522 +266%
OWM
43
Opes Wealth Management
California
$6.24M -$117K -4,218 -2%
RWA
44
Rainsberger Wealth Advisors
Colorado
$6.03M -$37.5K -1,356 -0.6%
CAM
45
Cresset Asset Management
Illinois
$5.85M -$122K -4,394 -2%
PAG
46
Private Advisor Group
New Jersey
$5.8M +$454K +16,398 +8%
LPL Financial
47
LPL Financial
California
$5.38M +$416K +15,026 +8%
DWM
48
Dechtman Wealth Management
Colorado
$5.28M +$3.71M +134,218 +238%
YAL
49
Your Advocates Ltd
Texas
$5.11M -$321K -11,596 -6%
FC
50
Forte Capital
New York
$5.07M +$5.07M +183,344 New
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