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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 %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$1.78M +$359K +13,072 +25%
TRCT
102
Tower Research Capital (TRC)
New York
$1.7M +$771K +28,080 +83%
SAG
103
SageView Advisory Group
California
$1.66M -$161M -5,847,486 -99%
CIC
104
Cutler Investment Counsel
Oregon
$1.65M +$72.3K +2,624 +5%
CA
105
Capital Advantage
California
$1.61M +$608K +22,270 +61%
AWS
106
Atria Wealth Solutions
New York
$1.55M +$515K +18,690 +50%
KFS
107
Kaizen Financial Strategies
California
$1.54M +$28.3K +948 +2%
HIS
108
Horizon Investment Services
Indiana
$1.51M -$20.9K -762 -1%
HAS
109
HBW Advisory Services
California
$1.49M +$1.49M +54,256 New
WW
110
Waterfront Wealth
Kansas
$1.48M -$119K -4,346 -7%
VC
111
Vicus Capital
Pennsylvania
$1.47M -$19.7K -716 -1%
ADL
112
Asset Dedication LLC
California
$1.44M -$30.3K -1,104 -2%
CA
113
Cambridge Advisors
Nebraska
$1.39M -$6.37K -232 -0.5%
AOWM
114
Alpha Omega Wealth Management
Virginia
$1.38M +$20.3K +738 +1%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$1.32M -$109K -3,958 -8%
SFA
116
Sequoia Financial Advisors
Ohio
$1.26M +$20.4K +742 +2%
Citadel Advisors
117
Citadel Advisors
Florida
$1.26M +$997K +36,296 +384%
EWA
118
EP Wealth Advisors
California
$1.25M +$540K +19,650 +76%
TNA
119
True North Advisors
Texas
$1.24M -$58.1K -2,114 -4%
FIA
120
Foundations Investment Advisors
Arizona
$1.22M +$613K +22,320 +101%
SEIA
121
Signature Estate & Investment Advisors
California
$1.2M -$213K -7,752 -15%
NMG
122
New Millennium Group
Utah
$1.19M +$99.6K +3,626 +9%
EWM
123
Empirical Wealth Management
Washington
$1.16M +$6.43K +234 +0.6%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$1.15M +$39.6K +1,440 +4%
Corient Private Wealth
125
Corient Private Wealth
Florida
$1.15M -$21.3K -776 -2%