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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 %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$2.4M +$1.29M +46,550 +116%
HWA
77
HHM Wealth Advisors
Tennessee
$2.39M -$2.46M -88,792 -51%
SAG
78
SageView Advisory Group
California
$2.22M -$3.59M -131,958 -62%
YWM
79
Yoder Wealth Management
California
$2.14M -$9.35K -338 -0.4%
AWM
80
Apollon Wealth Management
South Carolina
$2M +$324K +11,698 +19%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$2M +$842K +30,414 +73%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$1.98M +$276K +9,972 +16%
Betterment LLC
83
Betterment LLC
New York
$1.94M +$455K +16,454 +31%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.83M +$41K +1,482 +2%
KLI
85
Kelman-Lazarov Inc
Tennessee
$1.79M +$134K +4,836 +8%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$1.75M +$1.75M +63,106 New
BSW
87
Buckingham Strategic Wealth
Missouri
$1.71M -$42.2K -1,526 -2%
WW
88
Waterfront Wealth
Kansas
$1.67M +$22.7K +820 +1%
LAM
89
Lakewood Asset Management
Illinois
$1.61M +$158K +5,706 +11%
SFS
90
Solitude Financial Services
Virginia
$1.6M -$12.2K -440 -0.8%
ADL
91
Asset Dedication LLC
California
$1.59M -$1.72K -62 -0.1%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$1.59M +$170K +6,134 +12%
CIC
93
Cutler Investment Counsel
Oregon
$1.58M +$75.8K +2,738 +5%
RWM
94
Reston Wealth Management
Virginia
$1.55M -$371K -13,394 -19%
HIS
95
Horizon Investment Services
Indiana
$1.52M +$1.52M +54,952 New
VC
96
Vicus Capital
Pennsylvania
$1.43M +$539K +19,488 +60%
LIM
97
Leavell Investment Management
Alabama
$1.4M -$14.7K -530 -1%
TNA
98
True North Advisors
Texas
$1.39M -$171K -6,190 -11%
CA
99
Cambridge Advisors
Nebraska
$1.39M +$10.5K +380 +0.8%
AWM
100
AE Wealth Management
Kansas
$1.38M +$1.07M +39,340 +343%
2 3
4
5 6