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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.88B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
IIC
3
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
4
Sanctuary Advisors
Indiana
$16.9M
5
AI
5
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
2
Stifel Financial
Missouri
$776K
3
DWM
3
Dechtman Wealth Management
Colorado
$1.25M
4
HP
4
Hilltop Partners
Indiana
$3.4M
5
ML
5
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
26
Pasadena Private Wealth
California
$14.6M -$287K -9,650 -2%
FM
27
Foster & Motley
Ohio
$14.4M -$444K -14,902 -3%
CFO
28
Collective Family Office
Pennsylvania
$12.9M +$581K +19,504 +5%
CAM
29
Cresset Asset Management
Illinois
$11.3M – – –
GFG
30
Goldstone Financial Group
Illinois
$11.1M +$969K +32,530 +10%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$11.1M +$490K +16,438 +5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$280K +9,386 +3%
CST
33
Charles Schwab Trust
Nevada
$10.9M +$600K +20,130 +6%
JBA
34
Johnson Bixby & Associates
Washington
$10.8M +$453K +15,224 +4%
SPA
35
Shore Point Advisors
New Jersey
$10.6M +$193K +6,466 +2%
SSWG
36
Seven Springs Wealth Group
Tennessee
$10.5M +$87K +2,920 +0.8%
MCM
37
MAI Capital Management
Ohio
$10.3M +$56.4K +1,894 +0.6%
LPL Financial
38
LPL Financial
California
$9.73M -$263K -8,834 -3%
SC
39
Savant Capital
Illinois
$9.21M -$10.7K -358 -0.1%
AFA
40
Arlington Financial Advisors
California
$8.91M -$7.27K -244 -0.1%
Creative Planning
41
Creative Planning
Kansas
$8.29M +$252K +8,472 +3%
SS
42
Sound Stewardship
Kansas
$8.17M +$347K +11,648 +4%
NRI
43
NFP Retirement Inc
California
$8.08M +$384K +12,884 +5%
ML
44
McAdam LLC
Pennsylvania
$7.62M -$2.04M -68,534 -21%
Mariner
45
Mariner
Kansas
$7.57M -$1.16M -39,062 -13%
Cerity Partners
46
Cerity Partners
New York
$7.53M -$206K -6,906 -3%
HCA
47
Horan Capital Advisors
Ohio
$7.29M +$26.3K +884 +0.4%
FC
48
Forte Capital
New York
$7.21M +$171K +5,744 +2%
OWM
49
Opes Wealth Management
California
$6.88M +$120K +4,016 +2%
WA
50
Waverly Advisors
Alabama
$6.66M -$398K -13,360 -6%
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