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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
2
Morgan Stanley
New York
$98.2M
3
PPW
3
Pasadena Private Wealth
California
$14.3M
4
GFG
4
Goldstone Financial Group
Illinois
$7.68M
5
HP
5
Hilltop Partners
Indiana
$12.4M

Top Sellers

1
GAM
1
Gemmer Asset Management
California
$15.2M
2
SAG
2
SageView Advisory Group
California
$2.22M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.88M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.88M
5
Ameriprise
5
Ameriprise
Minnesota
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBCM
51
Raub Brock Capital Management
California
$5.04M +$5.04M +182,000 New
HighTower Advisors
52
HighTower Advisors
Illinois
$4.67M -$40.9K -1,476 -0.9%
CWM
53
Cabot Wealth Management
Massachusetts
$4.54M -$82.6K -2,986 -2%
AWM
54
Austin Wealth Management
Texas
$4.4M -$571K -20,818 -11%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$550K +19,860 +15%
Stifel Financial
56
Stifel Financial
Missouri
$4.32M +$572K +20,678 +15%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$4.24M +$778K +28,100 +22%
VP
58
Verum Partners
North Carolina
$4.04M +$1.1M +39,906 +38%
GWM
59
GSB Wealth Management
Connecticut
$3.98M +$242K +8,756 +6%
Two Sigma Investments
60
Two Sigma Investments
New York
$3.68M +$1.82M +65,800 +98%
SCM
61
Sebold Capital Management
Illinois
$3.64M +$2.02M +72,986 +124%
TYCC
62
Texas Yale Capital Corp
Florida
$3.38M -$315K -11,400 -9%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$3.35M +$134K +4,848 +4%
BRWA
64
B. Riley Wealth Advisors
Florida
$3.15M +$3.15M +113,742 New
PMG
65
ProVise Management Group
Florida
$3.05M -$220K -7,956 -7%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.92M +$2.37M +85,518 +427%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$2.91M -$62.3K -2,250 -2%
OPS
68
Orion Portfolio Solutions
Nebraska
$2.88M -$3.43M -126,550 -54%
BCI
69
Brinker Capital Investments
Pennsylvania
$2.88M -$3.43M -126,550 -54%
SFS
70
Sowell Financial Services
Arkansas
$2.87M +$2.87M +103,744 New
PP
71
PrairieView Partners
Minnesota
$2.72M -$35.3K -1,274 -1%
AA
72
Addison Advisors
Vermont
$2.69M +$16.5K +596 +0.6%
MG
73
Mather Group
Illinois
$2.6M -$5.26K -190 -0.2%
NCM
74
Northland Capital Management
Minnesota
$2.56M +$33.8K +1,222 +1%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$2.47M -$182K -6,564 -7%
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