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Schwab Fundamental US Small Company Index ETF

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FM
26
Foster & Motley
Ohio
$14.2M 248,414 +195 +0.1%
IIC
27
Ironwood Investment Counsel
Arizona
$12.6M 220,589 +23,735 +12%
CAM
28
Cresset Asset Management
Illinois
$10.8M 189,989 +84,278 +80%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$10.3M 179,973 +148,420 +470%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$10.2M 179,702 +101,394 +129%
SSWG
31
Seven Springs Wealth Group
Tennessee
$9.89M 173,362 +5,126 +3%
MCM
32
MAI Capital Management
Ohio
$9.66M 169,406 +165,587 +4,336%
CST
33
Charles Schwab Trust
Nevada
$9.61M 168,533 -45,377 -21%
JBA
34
Johnson Bixby & Associates
Washington
$9.47M 166,072 +9,495 +6%
ML
35
McAdam LLC
Pennsylvania
$9.42M 165,221 -2,311 -1%
SPA
36
Shore Point Advisors
New Jersey
$9.4M 164,856 +12,775 +8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.14M 160,204 +45,617 +40%
SC
38
Savant Capital
Illinois
$8.85M 155,126 -2,347 -1%
AFA
39
Arlington Financial Advisors
California
$8.71M 152,704 -185,440 -55%
LPL Financial
40
LPL Financial
California
$8.61M 150,912 +53,785 +55%
CFO
41
Collective Family Office
Pennsylvania
$8.44M 147,963 +358 +0.2%
GFG
42
Goldstone Financial Group
Illinois
$8.41M 147,395 +8,670 +6%
Mariner
43
Mariner
Kansas
$8.14M 142,672 +16,423 +13%
SS
44
Sound Stewardship
Kansas
$7.42M 130,033 +2,509 +2%
Creative Planning
45
Creative Planning
Kansas
$7.1M 124,494 +9,653 +8%
NRI
46
NFP Retirement Inc
California
$7.01M 122,929 -29,515 -19%
HCA
47
Horan Capital Advisors
Ohio
$6.92M 121,258 +6,207 +5%
EWA
48
Exencial Wealth Advisors
Oklahoma
$6.73M 118,078 -156 -0.1%
Cerity Partners
49
Cerity Partners
New York
$6.51M 114,168 -11,643 -9%
WA
50
Waverly Advisors
Alabama
$6.5M 113,996 +113,996 New