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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.47B
2
SAG
2
SageView Advisory Group
California
$74.6M
3
TC
3
Trilogy Capital
California
$34.3M
4
SFS
4
Solitude Financial Services
Virginia
$29.3M
5
MCM
5
MAI Capital Management
Ohio
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AFA
2
Arlington Financial Advisors
California
$8.71M
3
HP
3
Hilltop Partners
Indiana
$5.86M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
101
Asset Dedication LLC
California
$1.52M 26,748 -1,968 -7%
CA
102
Cetera Advisors
Colorado
$1.51M 26,412 +2,341 +10%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$1.49M 26,085 -50,454 -66%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$1.48M 25,897 +7,314 +39%
SEIA
105
Signature Estate & Investment Advisors
California
$1.47M 25,801 +2,289 +10%
CA
106
Cambridge Advisors
Nebraska
$1.45M 25,347 +314 +1%
KFS
107
Kaizen Financial Strategies
California
$1.44M 25,302 +649 +3%
LIM
108
Leavell Investment Management
Alabama
$1.44M 25,282 -80 -0.3%
AOWM
109
Alpha Omega Wealth Management
Virginia
$1.41M 24,724 +1,146 +5%
Osaic Holdings
110
Osaic Holdings
Arizona
$1.36M 23,772 +650 +3%
TNA
111
True North Advisors
Texas
$1.35M 23,603 -1,591 -6%
SFA
112
Sequoia Financial Advisors
Ohio
$1.29M 22,646 +656 +3%
Corient Private Wealth
113
Corient Private Wealth
Florida
$1.21M 21,249 +1,411 +7%
APW
114
Austin Private Wealth
Texas
$1.2M 21,510 -219 -1%
EWM
115
Empirical Wealth Management
Washington
$1.2M 21,028 +1,798 +9%
WP
116
WMS Partners
Maryland
$1.19M 20,929 -38 -0.2%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$1.15M 20,194 +20,194 New
NMG
118
New Millennium Group
Utah
$1.13M 19,792 +1,937 +11%
MSFS
119
Main Street Financial Solutions
Pennsylvania
$1.12M 19,563 +19,563 New
CA
120
CGN Advisors
Kansas
$1.07M 18,773 +2,450 +15%
AWS
121
Atria Wealth Solutions
New York
$1.07M 18,741 +18,741 New
CPCP
122
Cedar Point Capital Partners
Iowa
$1.04M 18,283 +735 +4%
Jane Street
123
Jane Street
New York
$1.04M 18,185 +18,185 New
HFS
124
Howard Financial Services
Texas
$1.03M 18,124 +45 +0.2%
CA
125
Capital Advantage
California
$1.03M 18,294 +18,294 New
3 4
5
6 7