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Schwab Fundamental US Small Company Index ETF

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$1.02M -$152K -5,328 -13%
JAG
127
Journey Advisory Group
Kentucky
$1.01M +$25.3K +886 +3%
DP
128
DDD Partners
Washington
$1.01M +$77.3K +2,710 +8%
TRCT
129
Tower Research Capital (TRC)
New York
$970K +$715K +25,066 +280%
WTA
130
Washington Trust Advisors
Massachusetts
$933K -$74.1K -2,600 -7%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$930K +$422K +14,788 +83%
CFA
132
Cahill Financial Advisors
Minnesota
$923K +$90.1K +3,158 +11%
AAS
133
Avantax Advisory Services
Texas
$877K +$484K +16,956 +123%
CFO
134
CVA Family Office
Colorado
$866K +$51.6K +1,808 +6%
TFS
135
Thoroughbred Financial Services
Tennessee
$855K -$54.8K -1,924 -6%
TAM
136
Townsend Asset Management
North Carolina
$844K -$18K -630 -2%
AWM
137
Axxcess Wealth Management
California
$828K -$90.3K -3,166 -10%
FFA
138
Farther Finance Advisors
California
$809K -$7.79K -276 -1%
RA
139
RFG Advisory
Alabama
$803K -$18.6K -654 -2%
DWT
140
Dorsey & Whitney Trust
South Dakota
$783K
IA
141
IFP Advisors
Florida
$764K +$103K +3,614 +16%
LIA
142
LBMC Investment Advisors
Tennessee
$760K
EWA
143
EP Wealth Advisors
California
$740K +$106K +3,732 +17%
JCIA
144
Jackson Creek Investment Advisors
Colorado
$706K +$8.79K +308 +1%
BPA
145
Beacon Pointe Advisors
California
$695K +$62.7K +2,200 +10%
Northern Trust
146
Northern Trust
Illinois
$685K +$291K +10,200 +74%
AWM
147
Aspire Wealth Management
Massachusetts
$676K +$41.3K +1,448 +7%
TCM
148
Tandem Capital Management
New Jersey
$640K
AF
149
Advisornet Financial
Minnesota
$636K +$4.73K +166 +0.8%
FIA
150
Foundations Investment Advisors
Arizona
$631K +$631K +22,144 New