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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$17.4M +$661K +22,244 +4%
PPW
27
Pasadena Private Wealth
California
$14.5M -$76.4K -2,572 -0.5%
FM
28
Foster & Motley
Ohio
$13.9M -$444K -14,937 -3%
CFO
29
Collective Family Office
Pennsylvania
$13M +$119K +4,000 +0.9%
SA
30
Sanctuary Advisors
Indiana
$12.8M -$19.8M -644,882 -61%
GFG
31
Goldstone Financial Group
Illinois
$12.5M +$1.4M +47,209 +13%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$218K +7,338 +2%
CST
33
Charles Schwab Trust
Nevada
$11M +$184K +6,183 +2%
JBA
34
Johnson Bixby & Associates
Washington
$11M +$272K +9,164 +3%
SPA
35
Shore Point Advisors
New Jersey
$10.9M +$336K +11,300 +3%
LPL Financial
36
LPL Financial
California
$10.7M +$1.03M +34,643 +11%
SSWG
37
Seven Springs Wealth Group
Tennessee
$10.6M +$127K +4,270 +1%
MCM
38
MAI Capital Management
Ohio
$10.2M -$64.8K -2,182 -0.6%
SC
39
Savant Capital
Illinois
$9.11M -$71.2K -2,398 -0.8%
AFA
40
Arlington Financial Advisors
California
$8.86M -$24.8K -836 -0.3%
NRI
41
NFP Retirement Inc
California
$8.46M +$399K +13,428 +5%
Creative Planning
42
Creative Planning
Kansas
$8.35M +$85.9K +2,891 +1%
Mariner
43
Mariner
Kansas
$8.14M +$588K +19,787 +8%
SS
44
Sound Stewardship
Kansas
$8.08M -$64.9K -2,184 -0.8%
HCA
45
Horan Capital Advisors
Ohio
$7.65M +$380K +12,803 +5%
WA
46
Waverly Advisors
Alabama
$7.42M +$776K +26,135 +12%
FC
47
Forte Capital
New York
$7.41M +$215K +7,226 +3%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$7.08M +$484K +16,289 +7%
OWM
49
Opes Wealth Management
California
$7.02M +$163K +5,498 +2%
ML
50
McAdam LLC
Pennsylvania
$7M -$594K -19,987 -8%
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