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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.88B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
IIC
3
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
4
Sanctuary Advisors
Indiana
$16.9M
5
AI
5
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
2
Stifel Financial
Missouri
$776K
3
DWM
3
Dechtman Wealth Management
Colorado
$1.25M
4
HP
4
Hilltop Partners
Indiana
$3.4M
5
ML
5
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.86M +$1.86M +62,438 New
Jane Street
102
Jane Street
New York
$1.8M +$740K +24,848 +70%
CIC
103
Cutler Investment Counsel
Oregon
$1.76M -$31.2K -1,048 -2%
WW
104
Waterfront Wealth
Kansas
$1.75M +$950K +63,988 +119%
GVAG
105
Great Valley Advisor Group
Delaware
$1.73M +$1.73M +57,974 New
Baird Financial Group
106
Baird Financial Group
Wisconsin
$1.68M -$344K -11,566 -17%
SFA
107
Sequoia Financial Advisors
Ohio
$1.67M +$301K +10,096 +22%
HIS
108
Horizon Investment Services
Indiana
$1.66M +$19.3K +648 +1%
HAS
109
HBW Advisory Services
California
$1.65M +$36.9K +1,238 +2%
KFS
110
Kaizen Financial Strategies
California
$1.64M +$107K +3,600 +7%
VC
111
Vicus Capital
Pennsylvania
$1.61M +$17.2K +576 +1%
SAG
112
SageView Advisory Group
California
$1.61M -$191K -6,426 -11%
AOWM
113
Alpha Omega Wealth Management
Virginia
$1.57M +$77K +2,586 +5%
IA
114
IFP Advisors
Florida
$1.57M +$530K +17,810 +51%
CA
115
Cambridge Advisors
Nebraska
$1.47M -$32.3K -1,084 -2%
Betterment LLC
116
Betterment LLC
New York
$1.38M -$1.09M -36,576 -44%
Goldman Sachs
117
Goldman Sachs
New York
$1.37M +$1.37M +45,952 New
TNA
118
True North Advisors
Texas
$1.29M -$54.3K -1,824 -4%
DWM
119
Dechtman Wealth Management
Colorado
$1.25M -$4.23M -142,074 -77%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.23M -$17.4K -584 -1%
EWA
121
EP Wealth Advisors
California
$1.21M -$151K -5,072 -11%
WP
122
WMS Partners
Maryland
$1.2M +$26.3K +882 +2%
AAS
123
Avantax Advisory Services
Texas
$1.19M +$75.3K +2,528 +7%
CPCP
124
Cedar Point Capital Partners
Iowa
$1.18M +$60.8K +2,040 +5%
CA
125
CGN Advisors
Kansas
$1.16M – – –
3 4
5
6 7