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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
126
DDD Partners
Washington
$1.15M +$16.1K +543 +1%
WSFS
127
Wilmington Savings Fund Society
Delaware
$1.12M – – –
CA
128
CGN Advisors
Kansas
$1.12M -$38.9K -1,310 -3%
CFA
129
Cahill Financial Advisors
Minnesota
$1.11M -$12.6K -425 -1%
HFS
130
Howard Financial Services
Texas
$1.09M +$5.08K +171 +0.5%
ADL
131
Asset Dedication LLC
California
$1.08M -$14.9K -502 -1%
Renaissance Technologies
132
Renaissance Technologies
New York
$1.01M +$1.01M +34,100 New
RMF
133
Red Mountain Financial
Colorado
$1.01M +$4.1K +138 +0.4%
HIM
134
Harbour Investment Management
Washington
$997K +$604K +20,320 +153%
RA
135
RFG Advisory
Alabama
$981K +$33.9K +1,143 +4%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$940K +$371K +12,501 +65%
BPA
137
Beacon Pointe Advisors
California
$938K +$55.7K +1,876 +6%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$911K -$314K -10,574 -26%
JAG
139
Journey Advisory Group
Kentucky
$888K -$888K -16,164 -50%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$881K -$974K -32,784 -53%
EWM
141
Empirical Wealth Management
Washington
$874K +$4.78K +161 +0.5%
HIS
142
Horizon Investment Services
Indiana
$872K -$783K -26,372 -47%
TFS
143
Thoroughbred Financial Services
Tennessee
$864K -$18.1K -611 -2%
APW
144
Austin Private Wealth
Texas
$864K -$1.25K -42 -0.1%
TAM
145
Townsend Asset Management
North Carolina
$862K +$445 +15 +0.1%
AWM
146
Axxcess Wealth Management
California
$857K +$36K +1,212 +4%
SOS
147
Silver Oak Securities
Tennessee
$852K -$44.2K -1,495 -5%
Stifel Financial
148
Stifel Financial
Missouri
$851K +$77.3K +2,601 +10%
WTA
149
Washington Trust Advisors
Massachusetts
$848K – – –
CFO
150
CVA Family Office
Colorado
$845K +$2.2K +74 +0.3%
4 5
6
7 8