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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.47B
2
SAG
2
SageView Advisory Group
California
$74.6M
3
TC
3
Trilogy Capital
California
$34.3M
4
SFS
4
Solitude Financial Services
Virginia
$29.3M
5
MCM
5
MAI Capital Management
Ohio
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AFA
2
Arlington Financial Advisors
California
$8.71M
3
HP
3
Hilltop Partners
Indiana
$5.86M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
51
Opes Wealth Management
California
$6.38M 111,829 -888 -0.8%
PAG
52
Private Advisor Group
New Jersey
$6.22M 109,116 +4,257 +4%
VP
53
Verum Partners
North Carolina
$5.9M 103,381 +30,426 +42%
HP
54
Hilltop Partners
Indiana
$5.86M 102,823 -121,200 -54%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$5.85M 102,636 +49,978 +95%
DWM
56
Dechtman Wealth Management
Colorado
$5.33M 93,522 -1,807 -2%
FC
57
Forte Capital
New York
$5.26M 92,276 +604 +0.7%
RBCM
58
Raub Brock Capital Management
California
$5.16M 90,565 -435 -0.5%
BA
59
Brightwater Advisory
Florida
$4.92M 86,343 +86,343 New
YAL
60
Your Advocates Ltd
Texas
$4.79M 83,968 -8,401 -9%
Stifel Financial
61
Stifel Financial
Missouri
$4.7M 82,334 +4,233 +5%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$4.61M 80,758 +80,758 New
CWM
63
Cabot Wealth Management
Massachusetts
$4.58M 80,344 -1,768 -2%
GWM
64
GSB Wealth Management
Connecticut
$4.4M 77,086 +5,256 +7%
AWM
65
Austin Wealth Management
Texas
$4.28M 75,983 -4,233 -5%
HighTower Advisors
66
HighTower Advisors
Illinois
$4.22M 74,002 -10,239 -12%
SCM
67
Sebold Capital Management
Illinois
$4.07M 71,397 +5,559 +8%
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$3.59M 62,905 +2,465 +4%
TYCC
69
Texas Yale Capital Corp
Florida
$3.48M 61,100 – –
RWM
70
Reston Wealth Management
Virginia
$3.16M 55,366 +27,277 +97%
SFS
71
Sowell Financial Services
Arkansas
$2.98M 52,235 +363 +0.7%
BCI
72
Brinker Capital Investments
Pennsylvania
$2.92M 51,120 -2,110 -4%
OPS
73
Orion Portfolio Solutions
Nebraska
$2.92M 51,120 -2,110 -4%
PMG
74
ProVise Management Group
Florida
$2.78M 48,681 -6,414 -12%
AA
75
Addison Advisors
Vermont
$2.75M 48,267 -314 -0.6%
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3
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