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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$3.32M +$514K +21,210 +18%
Stifel Financial
52
Stifel Financial
Missouri
$3.29M -$464K -19,138 -12%
GWM
53
GSB Wealth Management
Connecticut
$3.27M +$481K +19,850 +17%
TYCC
54
Texas Yale Capital Corp
Florida
$3.24M
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$3.03M -$7.37K -304 -0.2%
PMG
56
ProVise Management Group
Florida
$2.86M -$269K -11,088 -9%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$2.81M +$141K +5,810 +5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$2.61M +$2.24M +92,254 +602%
VP
59
Verum Partners
North Carolina
$2.57M +$119K +4,920 +5%
PP
60
PrairieView Partners
Minnesota
$2.41M -$77.5K -3,196 -3%
AA
61
Addison Advisors
Vermont
$2.34M -$4.56K -188 -0.2%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.32M +$160K +6,596 +7%
MG
63
Mather Group
Illinois
$2.28M -$29.4K -1,212 -1%
NCM
64
Northland Capital Management
Minnesota
$2.21M +$2.21M +91,176 New
YWM
65
Yoder Wealth Management
California
$1.89M +$135K +5,568 +8%
RWM
66
Reston Wealth Management
Virginia
$1.69M -$558K -23,012 -25%
Two Sigma Investments
67
Two Sigma Investments
New York
$1.62M +$1.62M +67,000 New
Osaic Holdings
68
Osaic Holdings
Arizona
$1.62M +$498K +20,522 +44%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$1.57M +$1.37M +56,326 +675%
BSW
70
Buckingham Strategic Wealth
Missouri
$1.54M +$17.5K +720 +1%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.52M +$324K +13,374 +27%
FPAS
72
Focus Partners Advisor Solutions
Missouri
$1.49M +$83.3K +3,434 +6%
AWM
73
Apollon Wealth Management
South Carolina
$1.47M -$131K -5,414 -8%
KLI
74
Kelman-Lazarov Inc
Tennessee
$1.45M
SCM
75
Sebold Capital Management
Illinois
$1.42M +$5.58K +230 +0.4%