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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WTA
101
Washington Trust Advisors
Massachusetts
$888K -$221K -9,134 -20%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$868K +$52K +2,144 +6%
FFA
103
Farther Finance Advisors
California
$861K -$26K -1,074 -3%
HFS
104
Howard Financial Services
Texas
$798K +$2.72K +112 +0.3%
VC
105
Vicus Capital
Pennsylvania
$784K -$137K -5,660 -15%
CFO
106
CVA Family Office
Colorado
$782K +$48 +2 +0%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$766K +$117K +4,832 +18%
Renaissance Technologies
108
Renaissance Technologies
New York
$761K +$499K +20,600 +191%
TFS
109
Thoroughbred Financial Services
Tennessee
$757K +$42K +1,734 +6%
TAM
110
Townsend Asset Management
North Carolina
$744K +$291 +12 +0%
RA
111
RFG Advisory
Alabama
$744K +$42.2K +1,740 +6%
DP
112
DDD Partners
Washington
$730K +$21.2K +890 +3%
CFA
113
Cahill Financial Advisors
Minnesota
$715K +$113K +4,658 +19%
AAS
114
Avantax Advisory Services
Texas
$698K -$211K -8,684 -23%
Fisher Asset Management
115
Fisher Asset Management
Washington
$636K +$401K +16,546 +171%
VA
116
Valmark Advisers
Ohio
$630K +$630K +25,980 New
LIA
117
LBMC Investment Advisors
Tennessee
$627K -$12.3K -522 -2%
NSG
118
Nalls Sherbakoff Group
Tennessee
$625K -$10.6K -438 -2%
KAS
119
Kestra Advisory Services
Texas
$603K +$603K +24,874 New
JCIA
120
Jackson Creek Investment Advisors
Colorado
$593K +$10.3K +426 +2%
AF
121
Advisornet Financial
Minnesota
$573K +$21.5K +886 +4%
CA
122
CGN Advisors
Kansas
$567K +$567K +23,368 New
EWA
123
EP Wealth Advisors
California
$566K -$723K -29,808 -56%
DWT
124
Dorsey & Whitney Trust
South Dakota
$553K
TCM
125
Tandem Capital Management
New Jersey
$544K