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Schwab Fundamental US Small Company Index ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$2.74M 48,114 +12,308 +34%
PP
77
PrairieView Partners
Minnesota
$2.72M 47,612 -1,464 -3%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$2.69M 47,125 +11,058 +31%
NCM
79
Northland Capital Management
Minnesota
$2.65M 46,534 +335 +0.7%
MG
80
Mather Group
Illinois
$2.6M 46,935 -23 -0%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$2.56M 44,830 +230 +0.5%
HWA
82
HHM Wealth Advisors
Tennessee
$2.46M 43,128 +5 +0%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$2.3M 40,380 +33,606 +496%
Betterment LLC
84
Betterment LLC
New York
$2.3M 40,325 +5,273 +15%
AWM
85
Apollon Wealth Management
South Carolina
$2.25M 39,479 +3,368 +9%
YWM
86
Yoder Wealth Management
California
$2.22M 38,881 +159 +0.4%
MML Investors Services
87
MML Investors Services
Massachusetts
$1.96M 34,396 +26,126 +316%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$1.94M 34,019 +945 +3%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.93M 33,910 +19,201 +131%
BSW
90
Buckingham Strategic Wealth
Missouri
$1.93M 33,756 +2,810 +9%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$1.91M 33,415 +4,757 +17%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$1.84M 32,339 +14,942 +86%
KLI
93
Kelman-Lazarov Inc
Tennessee
$1.82M 31,934 -318 -1%
LAM
94
Lakewood Asset Management
Illinois
$1.71M 29,999 +923 +3%
Goldman Sachs
95
Goldman Sachs
New York
$1.67M 29,261 +29,261 New
CIC
96
Cutler Investment Counsel
Oregon
$1.64M 28,700 +157 +0.6%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$1.6M 29,215 -14,185 -33%
HIS
98
Horizon Investment Services
Indiana
$1.59M 27,918 +442 +2%
WW
99
Waterfront Wealth
Kansas
$1.57M 29,037 -1,155 -4%
VC
100
Vicus Capital
Pennsylvania
$1.54M 27,070 +1,150 +4%