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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
EQ Wealth Advisors
Texas
$1.91M +$1.91M +64,159 New
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$1.88M -$33.6K -1,130 -2%
PMG
103
ProVise Management Group
Florida
$1.79M -$208K -6,994 -10%
CIC
104
Cutler Investment Counsel
Oregon
$1.79M +$38.7K +1,302 +2%
WW
105
Waterfront Wealth
Kansas
$1.76M -$1.74M -58,569 -50%
AAS
106
Asset Allocation Strategies
Michigan
$1.73M +$872K +29,171 +101%
Corient Private Wealth
107
Corient Private Wealth
Florida
$1.72M -$171K -5,746 -9%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$1.72M -$399K -13,450 -19%
IA
109
IFP Advisors
Florida
$1.72M +$154K +5,193 +10%
KFS
110
Kaizen Financial Strategies
California
$1.69M +$48.6K +1,636 +3%
VC
111
Vicus Capital
Pennsylvania
$1.67M +$69.6K +2,345 +4%
AOWM
112
Alpha Omega Wealth Management
Virginia
$1.66M +$93K +3,131 +6%
SFA
113
Sequoia Financial Advisors
Ohio
$1.66M -$7.13K -240 -0.4%
HAS
114
HBW Advisory Services
California
$1.63M -$20K -674 -1%
CA
115
Cambridge Advisors
Nebraska
$1.62M +$151K +5,097 +10%
AAS
116
Avantax Advisory Services
Texas
$1.61M +$422K +14,208 +35%
Lido Advisors
117
Lido Advisors
California
$1.55M +$830K +27,959 +115%
SAG
118
SageView Advisory Group
California
$1.43M -$171K -5,745 -11%
Betterment LLC
119
Betterment LLC
New York
$1.3M -$73.1K -2,462 -5%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$1.26M -$413K -13,905 -25%
WP
121
WMS Partners
Maryland
$1.17M -$27.7K -932 -2%
Northern Trust
122
Northern Trust
Illinois
$1.17M +$952K +32,062 +434%
CPCP
123
Cedar Point Capital Partners
Iowa
$1.17M -$3.03K -102 -0.3%
EWA
124
EP Wealth Advisors
California
$1.15M -$49.9K -1,681 -4%
LIM
125
Leavell Investment Management
Alabama
$1.15M +$8.91K +300 +0.8%
3 4
5
6 7