FNDA icon

Schwab Fundamental US Small Company Index ETF

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
126
Leavell Investment Management
Alabama
$1.14M -$259K -9,400 -19%
WP
127
WMS Partners
Maryland
$1.09M -$63.4K -2,308 -6%
CA
128
CGN Advisors
Kansas
$1.07M +$36K +1,310 +3%
AAS
129
Avantax Advisory Services
Texas
$1.03M +$186K +6,782 +22%
CPCP
130
Cedar Point Capital Partners
Iowa
$1.03M +$23.5K +856 +2%
DP
131
DDD Partners
Washington
$1M +$30K +1,092 +3%
HFS
132
Howard Financial Services
Texas
$995K
FFA
133
Farther Finance Advisors
California
$980K +$200K +7,360 +26%
Jane Street
134
Jane Street
New York
$973K -$25.8K -938 -3%
CFA
135
Cahill Financial Advisors
Minnesota
$962K +$73K +2,658 +8%
IA
136
IFP Advisors
Florida
$955K +$219K +7,992 +30%
RMF
137
Red Mountain Financial
Colorado
$923K +$923K +33,624 New
JAG
138
Journey Advisory Group
Kentucky
$888K -$86.2K -3,140 -9%
RA
139
RFG Advisory
Alabama
$885K +$112K +4,082 +14%
APW
140
Austin Private Wealth
Texas
$862K -$319K -11,634 -27%
WTA
141
Washington Trust Advisors
Massachusetts
$822K -$75.6K -2,754 -8%
TFS
142
Thoroughbred Financial Services
Tennessee
$816K -$7.14K -260 -0.9%
TAM
143
Townsend Asset Management
North Carolina
$796K -$16.5K -600 -2%
CFO
144
CVA Family Office
Colorado
$783K -$50.4K -1,836 -6%
MA
145
Mutual Advisors
Nebraska
$777K +$152K +5,118 +24%
Northern Trust
146
Northern Trust
Illinois
$776K +$116K +4,230 +18%
AWM
147
Axxcess Wealth Management
California
$767K -$30.1K -1,096 -4%
DWT
148
Dorsey & Whitney Trust
South Dakota
$754K
JCIA
149
Jackson Creek Investment Advisors
Colorado
$741K +$61.3K +2,230 +9%
LIA
150
LBMC Investment Advisors
Tennessee
$732K