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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 %
KFS
101
Kaizen Financial Strategies
California
$1.36M -$40.7K -1,472 -3%
CA
102
Cetera Advisors
Colorado
$1.33M +$223K +8,064 +20%
AOWM
103
Alpha Omega Wealth Management
Virginia
$1.31M +$27.3K +988 +2%
SEIA
104
Signature Estate & Investment Advisors
California
$1.3M +$29.5K +1,068 +2%
Osaic Holdings
105
Osaic Holdings
Arizona
$1.28M -$573K -20,694 -31%
RWA
106
Redhawk Wealth Advisors
Minnesota
$1.27M +$1.27M +45,994 New
SFA
107
Sequoia Financial Advisors
Ohio
$1.22M +$149K +5,366 +14%
APW
108
Austin Private Wealth
Texas
$1.2M -$10.2K -370 -0.8%
WP
109
WMS Partners
Maryland
$1.16M +$795K +28,734 +218%
BCM
110
Brookstone Capital Management
Illinois
$1.14M +$1.14M +41,164 New
Corient Private Wealth
111
Corient Private Wealth
Florida
$1.1M +$57.6K +2,080 +6%
EWM
112
Empirical Wealth Management
Washington
$1.06M -$76.4K -2,762 -7%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1.03M +$154K +5,560 +18%
AI
114
Atria Investments
North Carolina
$1.01M +$1.01M +36,318 New
HFS
115
Howard Financial Services
Texas
$1M +$89.3K +3,228 +10%
NMG
116
New Millennium Group
Utah
$988K +$988K +35,710 New
WTA
117
Washington Trust Advisors
Massachusetts
$977K -$36.7K -1,326 -4%
CPCP
118
Cedar Point Capital Partners
Iowa
$971K +$971K +35,096 New
RJFSA
119
Raymond James Financial Services Advisors
Florida
$963K -$119K -4,304 -11%
JAG
120
Journey Advisory Group
Kentucky
$957K +$957K +34,582 New
KAS
121
Kestra Advisory Services
Texas
$952K +$263K +9,510 +38%
DP
122
DDD Partners
Washington
$904K +$55.4K +2,002 +7%
CA
123
CGN Advisors
Kansas
$903K +$257K +9,278 +40%
AWM
124
Axxcess Wealth Management
California
$891K -$346K -12,486 -28%
RMF
125
Red Mountain Financial
Colorado
$890K +$890K +32,156 New
3 4
5
6 7