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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Aspire Wealth Management
Massachusetts
$541K +$55.7K +2,298 +11%
RJA
127
Raymond James & Associates
Florida
$529K +$284K +11,730 +116%
CG
128
Colony Group
Massachusetts
$527K -$63.6K -2,622 -11%
TRCT
129
Tower Research Capital (TRC)
New York
$497K +$335K +13,822 +207%
CNWM
130
Clay Northam Wealth Management
California
$497K
HS
131
Horan Securities
United States
$493K +$481K +19,826 +3,857%
TA
132
TruWealth Advisors
Louisiana
$487K -$97 -4 -0%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$485K -$1.32M -54,598 -73%
Cerity Partners
134
Cerity Partners
New York
$476K -$6.15M -253,620 -93%
CIAS
135
Capital Investment Advisory Services
North Carolina
$468K
IA
136
IFP Advisors
Florida
$466K +$4.61K +190 +1%
RF
137
RHS Financial
California
$466K -$157K -6,474 -25%
CA
138
Continuum Advisory
Idaho
$465K -$6.69K -276 -1%
PCM
139
Pennsylvania Capital Management
Pennsylvania
$458K +$146K +6,038 +47%
FSWA
140
Financial Synergies Wealth Advisors
Texas
$457K -$29.7K -1,224 -6%
MA
141
Mutual Advisors
Nebraska
$453K +$29.5K +1,216 +7%
WRPWM
142
Werba Rubin Papier Wealth Management
California
$440K
WFA
143
Wade Financial Advisory
California
$439K -$6.3K -260 -1%
EL
144
EMFO LLC
Florida
$421K
OCG
145
Opus Capital Group
Ohio
$421K +$97 +4 +0%
CAM
146
Cidel Asset Management
Ontario, Canada
$416K
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$415K +$415K +17,134 New
ECM
148
Evergreen Capital Management
Washington
$410K +$105K +4,320 +34%
OWM
149
OneAscent Wealth Management
Alabama
$390K +$390K +16,080 New
RDWM
150
Red Door Wealth Management
Tennessee
$362K +$6.35K +262 +2%