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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
Morgan Stanley
New York
$98.2M
3
PPW
Pasadena Private Wealth
California
$14.3M
4
GFG
Goldstone Financial Group
Illinois
$7.68M
5
HP
Hilltop Partners
Indiana
$12.4M

Top Sellers

1
GAM
Gemmer Asset Management
California
$15.2M
2
SAG
SageView Advisory Group
California
$2.22M
3
BCI
Brinker Capital Investments
Pennsylvania
$2.88M
4
OPS
Orion Portfolio Solutions
Nebraska
$2.88M
5
Ameriprise
Ameriprise
Minnesota
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
126
Thoroughbred Financial Services
Tennessee
$883K +$18.4K +666 +2%
TAM
127
Townsend Asset Management
North Carolina
$836K -$13.5K -486 -2%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$814K -$176K -6,370 -18%
CFA
129
Cahill Financial Advisors
Minnesota
$809K -$6.81K -246 -0.8%
FFA
130
Farther Finance Advisors
California
$801K -$182K -6,582 -19%
RA
131
RFG Advisory
Alabama
$797K -$51.4K -1,856 -6%
CFO
132
CVA Family Office
Colorado
$790K -$103K -3,710 -12%
DWT
133
Dorsey & Whitney Trust
South Dakota
$760K +$128K +4,640 +20%
LIA
134
LBMC Investment Advisors
Tennessee
$738K – – –
NSG
135
Nalls Sherbakoff Group
Tennessee
$710K -$2.99K -108 -0.4%
JCIA
136
Jackson Creek Investment Advisors
Colorado
$676K -$609 -22 -0.1%
PCM
137
Pennsylvania Capital Management
Pennsylvania
$662K +$140K +5,058 +27%
SOS
138
Silver Oak Securities
Tennessee
$643K +$274K +9,886 +74%
IA
139
IFP Advisors
Florida
$641K +$109K +3,940 +20%
FFN
140
Focus Financial Network
Minnesota
$640K -$587K -21,208 -48%
TCM
141
Tandem Capital Management
New Jersey
$621K – – –
AWM
142
Aspire Wealth Management
Massachusetts
$616K -$1.44K -52 -0.2%
EWA
143
EP Wealth Advisors
California
$615K -$31.1K -1,124 -5%
GW
144
GW & Wade
Massachusetts
$614K +$328K +11,844 +115%
BPA
145
Beacon Pointe Advisors
California
$613K +$247K +8,916 +67%
AF
146
Advisornet Financial
Minnesota
$612K -$41.8K -1,512 -6%
CCA
147
Clarity Capital Advisors
Florida
$587K +$587K +21,202 New
ECM
148
Evergreen Capital Management
Washington
$577K +$109K +3,950 +23%
FSWA
149
Financial Synergies Wealth Advisors
Texas
$573K +$133K +5,696 +30%
CNWM
150
Clay Northam Wealth Management
California
$567K – – –
4 5
6
7 8