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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.88B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
IIC
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
Sanctuary Advisors
Indiana
$16.9M
5
AI
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
Stifel Financial
Missouri
$776K
3
DWM
Dechtman Wealth Management
Colorado
$1.25M
4
HP
Hilltop Partners
Indiana
$3.4M
5
ML
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$6.61M -$204K -6,852 -3%
PAG
52
Private Advisor Group
New Jersey
$6.53M +$140K +4,708 +2%
EWA
53
Exencial Wealth Advisors
Oklahoma
$6.27M -$152K -5,106 -2%
KCM
54
Kathmere Capital Management
Pennsylvania
$6.19M -$1.52M -50,994 -20%
GWM
55
GSB Wealth Management
Connecticut
$5.62M +$661K +22,206 +13%
VP
56
Verum Partners
North Carolina
$5.59M -$124K -4,162 -2%
YAL
57
Your Advocates Ltd
Texas
$5.54M +$8.94K +300 +0.2%
RBCM
58
Raub Brock Capital Management
California
$5.43M +$3.46K +116 +0.1%
BA
59
Brightwater Advisory
Florida
$4.8M -$198K -6,636 -4%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$4.73M +$1.32M +44,194 +39%
SCM
61
Sebold Capital Management
Illinois
$4.45M +$16.5K +554 +0.4%
CWM
62
Cabot Wealth Management
Massachusetts
$4.45M -$17.3K -582 -0.4%
AWM
63
Austin Wealth Management
Texas
$4.38M -$3.91K -134 -0.1%
REMPR
64
Roof Eidam Maycock Peralta (REMP)
California
$4.2M +$460K +15,444 +12%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.2M -$258K -8,650 -6%
MSFS
66
Main Street Financial Solutions
Pennsylvania
$3.77M +$1.36M +45,780 +57%
TYCC
67
Texas Yale Capital Corp
Florida
$3.64M – – –
RWM
68
Reston Wealth Management
Virginia
$3.55M +$182K +6,104 +5%
HP
69
Hilltop Partners
Indiana
$3.4M -$3.15M -105,738 -48%
NCM
70
Northland Capital Management
Minnesota
$3.01M +$126K +4,220 +4%
NMG
71
New Millennium Group
Utah
$2.97M +$1.68M +56,518 +131%
SFS
72
Sowell Financial Services
Arkansas
$2.96M -$3.75K -126 -0.1%
MG
73
Mather Group
Illinois
$2.79M -$32.6K -1,094 -1%
PP
74
PrairieView Partners
Minnesota
$2.74M -$66.7K -2,240 -2%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.74M +$247K +8,286 +10%
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