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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.88B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
IIC
3
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
4
Sanctuary Advisors
Indiana
$16.9M
5
AI
5
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
2
Stifel Financial
Missouri
$776K
3
DWM
3
Dechtman Wealth Management
Colorado
$1.25M
4
HP
4
Hilltop Partners
Indiana
$3.4M
5
ML
5
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
126
Leavell Investment Management
Alabama
$1.14M -$83.2K -2,792 -7%
DP
127
DDD Partners
Washington
$1.13M +$47.3K +1,588 +4%
CFA
128
Cahill Financial Advisors
Minnesota
$1.12M +$80K +2,686 +8%
WSFS
129
Wilmington Savings Fund Society
Delaware
$1.12M +$1.12M +37,686 New
ADL
130
Asset Dedication LLC
California
$1.1M -$460K -15,436 -29%
HFS
131
Howard Financial Services
Texas
$1.09M +$7.33K +246 +0.7%
RMF
132
Red Mountain Financial
Colorado
$1.01M +$6.32K +212 +0.6%
RA
133
RFG Advisory
Alabama
$949K -$10.9K -366 -1%
SOS
134
Silver Oak Securities
Tennessee
$901K +$329K +11,082 +58%
JAG
135
Journey Advisory Group
Kentucky
$888K – – –
TFS
136
Thoroughbred Financial Services
Tennessee
$885K +$60 +2 +0%
TRCT
137
Tower Research Capital (TRC)
New York
$884K -$965K -32,394 -52%
BPA
138
Beacon Pointe Advisors
California
$884K +$186K +6,248 +27%
EWM
139
Empirical Wealth Management
Washington
$872K -$388K -13,014 -31%
APW
140
Austin Private Wealth
Texas
$868K -$67.1K -2,254 -7%
TAM
141
Townsend Asset Management
North Carolina
$864K +$655 +22 +0.1%
AAS
142
Asset Allocation Strategies
Michigan
$858K +$858K +28,802 New
WTA
143
Washington Trust Advisors
Massachusetts
$850K -$41.8K -1,402 -5%
CFO
144
CVA Family Office
Colorado
$846K -$3.81K -128 -0.4%
AWM
145
Axxcess Wealth Management
California
$823K -$8.76K -294 -1%
DWT
146
Dorsey & Whitney Trust
South Dakota
$818K – – –
AWM
147
Aspire Wealth Management
Massachusetts
$803K +$12.5K +418 +2%
JCIA
148
Jackson Creek Investment Advisors
Colorado
$796K -$7.21K -242 -0.9%
LIA
149
LBMC Investment Advisors
Tennessee
$794K – – –
Comerica Bank
150
Comerica Bank
Texas
$782K +$127K +4,270 +19%
4 5
6
7 8