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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.36B
2
AA
2
ALPS Advisors
Colorado
$25.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.8M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$18.7M
5
CFO
5
Collective Family Office
Pennsylvania
$11.4M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$1.66M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$38.1M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$7.11M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
26
Pasadena Private Wealth
California
$13.7M -$707K -25,764 -5%
FM
27
Foster & Motley
Ohio
$13.7M +$54.3K +1,978 +0.4%
SA
28
Sanctuary Advisors
Indiana
$13M +$13M +479,274 New
CFO
29
Collective Family Office
Pennsylvania
$11.4M +$3.23M +117,486 +40%
CAM
30
Cresset Asset Management
Illinois
$10.5M +$55 +2 +0%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$9.93M +$61.1K +2,224 +0.6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.74M +$939K +34,190 +11%
SSWG
33
Seven Springs Wealth Group
Tennessee
$9.61M +$93.4K +3,400 +1%
SPA
34
Shore Point Advisors
New Jersey
$9.61M +$557K +20,276 +6%
JBA
35
Johnson Bixby & Associates
Washington
$9.49M +$374K +13,606 +4%
CST
36
Charles Schwab Trust
Nevada
$9.47M +$215K +7,812 +2%
MCM
37
MAI Capital Management
Ohio
$9.41M +$101K +3,690 +1%
GFG
38
Goldstone Financial Group
Illinois
$9.33M +$1.24M +45,002 +15%
LPL Financial
39
LPL Financial
California
$9.21M +$927K +33,748 +11%
ML
40
McAdam LLC
Pennsylvania
$8.91M -$168K -6,130 -2%
SC
41
Savant Capital
Illinois
$8.5M -$16.5K -600 -0.2%
AFA
42
Arlington Financial Advisors
California
$8.22M -$167K -6,096 -2%
Mariner
43
Mariner
Kansas
$8.05M +$218K +7,926 +3%
Creative Planning
44
Creative Planning
Kansas
$7.41M +$569K +20,736 +8%
SS
45
Sound Stewardship
Kansas
$7.21M +$73.3K +2,670 +1%
Cerity Partners
46
Cerity Partners
New York
$7.13M +$861K +31,340 +14%
KCM
47
Kathmere Capital Management
Pennsylvania
$7.11M -$9.53M -346,894 -57%
NRI
48
NFP Retirement Inc
California
$7.1M +$347K +12,624 +5%
HCA
49
Horan Capital Advisors
Ohio
$6.7M +$38.4K +1,398 +0.6%
WA
50
Waverly Advisors
Alabama
$6.51M +$249K +9,056 +4%
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