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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 %
MG
76
Mather Group
Illinois
$2.71M +$29.2K +1,024 +1%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$2.67M +$1.75M +61,982 +190%
NCM
78
Northland Capital Management
Minnesota
$2.66M +$104K +3,776 +4%
AA
79
Addison Advisors
Vermont
$2.65M -$549 -20 -0%
PP
80
PrairieView Partners
Minnesota
$2.59M -$27.6K -1,006 -1%
KAS
81
Kestra Advisory Services
Texas
$2.52M +$2.27M +85,358 +929%
MML Investors Services
82
MML Investors Services
Massachusetts
$2.43M +$543K +19,788 +29%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2.4M +$560K +20,408 +31%
HWA
84
HHM Wealth Advisors
Tennessee
$2.36M -$12.4K -450 -0.5%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$2.34M -$252K -9,164 -10%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$2.32M -$140K -5,090 -6%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$2.3M +$78.7K +2,866 +4%
Betterment LLC
88
Betterment LLC
New York
$2.28M +$62.5K +2,276 +3%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$2.21M +$1.14M +41,524 +106%
YWM
90
Yoder Wealth Management
California
$2.14M
AWM
91
Apollon Wealth Management
South Carolina
$2.13M -$36.3K -1,322 -2%
PMG
92
ProVise Management Group
Florida
$2.1M -$572K -20,838 -21%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$2.09M +$315K +11,466 +18%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2M +$396K +14,422 +25%
FCMT
95
Founders Capital Management (Texas)
Texas
$1.94M +$1.94M +70,688 New
LAM
96
Lakewood Asset Management
Illinois
$1.87M +$227K +8,278 +14%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$1.86M -$4.01K -146 -0.2%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.84M -$20.6K -750 -1%
KLI
99
Kelman-Lazarov Inc
Tennessee
$1.83M +$76.2K +2,776 +4%
BSW
100
Buckingham Strategic Wealth
Missouri
$1.78M -$69K -2,514 -4%