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Schwab Fundamental US Small Company Index ETF

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
51
Forte Capital
New York
$6.49M +$1.43M +51,902 +28%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$6.28M +$648K +23,592 +11%
OWM
53
Opes Wealth Management
California
$6.23M +$88.8K +3,234 +1%
HP
54
Hilltop Partners
Indiana
$6.04M +$394K +14,350 +7%
EWA
55
Exencial Wealth Advisors
Oklahoma
$5.92M -$562K -20,478 -9%
PAG
56
Private Advisor Group
New Jersey
$5.9M -$97.5K -3,550 -2%
VP
57
Verum Partners
North Carolina
$5.27M -$412K -14,994 -7%
YAL
58
Your Advocates Ltd
Texas
$5.1M +$489K +17,796 +11%
DWM
59
Dechtman Wealth Management
Colorado
$5.05M -$86.2K -3,140 -2%
RBCM
60
Raub Brock Capital Management
California
$5M +$25.8K +940 +0.5%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$4.99M +$559K +20,358 +13%
Stifel Financial
62
Stifel Financial
Missouri
$4.68M +$160K +5,842 +4%
BA
63
Brightwater Advisory
Florida
$4.61M -$132K -4,812 -3%
GWM
64
GSB Wealth Management
Connecticut
$4.57M +$338K +12,298 +8%
AWM
65
Austin Wealth Management
Texas
$4.24M -$48.8K -1,728 -1%
CWM
66
Cabot Wealth Management
Massachusetts
$4.12M -$296K -10,784 -7%
HighTower Advisors
67
HighTower Advisors
Illinois
$4.11M +$45.5K +1,658 +1%
SCM
68
Sebold Capital Management
Illinois
$4.09M +$169K +6,142 +4%
REMPR
69
Roof Eidam Maycock Peralta (REMP)
California
$3.45M -$2.75K -100 -0.1%
TYCC
70
Texas Yale Capital Corp
Florida
$3.36M
FPAS
71
Focus Partners Advisor Solutions
Missouri
$3.15M +$508K +18,506 +19%
RWM
72
Reston Wealth Management
Virginia
$3.11M +$65K +2,366 +2%
BCI
73
Brinker Capital Investments
Pennsylvania
$2.79M -$18.7K -682 -0.7%
OPS
74
Orion Portfolio Solutions
Nebraska
$2.79M -$18.7K -682 -0.7%
SFS
75
Sowell Financial Services
Arkansas
$2.75M -$134K -4,878 -5%