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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
GSB Wealth Management
Connecticut
$6.71M +$1.11M +37,285 +20%
PAG
52
Private Advisor Group
New Jersey
$6.36M -$152K -5,109 -2%
CAM
53
Cresset Asset Management
Illinois
$6.21M -$5.08M -171,029 -45%
EWA
54
Exencial Wealth Advisors
Oklahoma
$6.15M -$99.5K -3,351 -2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$6.12M -$4.9M -165,085 -44%
KCM
56
Kathmere Capital Management
Pennsylvania
$5.87M -$304K -10,226 -5%
YAL
57
Your Advocates Ltd
Texas
$5.6M +$70K +2,357 +1%
RBCM
58
Raub Brock Capital Management
California
$5.46M +$48.5K +1,633 +0.9%
VP
59
Verum Partners
North Carolina
$5.37M -$198K -6,652 -4%
BA
60
Brightwater Advisory
Florida
$4.54M -$251K -8,449 -5%
SCM
61
Sebold Capital Management
Illinois
$4.47M +$27.3K +920 +0.6%
AWM
62
Austin Wealth Management
Texas
$4.42M -$157K -5,149 -3%
CWM
63
Cabot Wealth Management
Massachusetts
$4.34M -$91.6K -3,083 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$4.34M +$150K +5,054 +4%
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$4.1M -$94.7K -3,189 -2%
RWM
66
Reston Wealth Management
Virginia
$3.95M +$408K +13,742 +12%
GVAG
67
Great Valley Advisor Group
Delaware
$3.92M +$2.19M +73,845 +127%
STFP
68
Signal Tree Financial Partners
Ohio
$3.82M +$3.82M +128,725 New
TYCC
69
Texas Yale Capital Corp
Florida
$3.63M – – –
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$3.46M +$1.32M +44,286 +61%
SFS
71
Sowell Financial Services
Arkansas
$3.4M +$448K +15,070 +15%
NMG
72
New Millennium Group
Utah
$3.26M +$298K +10,034 +10%
LSWP
73
Liberty Square Wealth Partners
Pennsylvania
$3.24M +$3.24M +107,321 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$3.14M +$683K +22,989 +28%
HP
75
Hilltop Partners
Indiana
$3.04M -$352K -11,862 -10%
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