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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
151
Tiedemann Advisors
New York
$355K -$31.2K -1,288 -8%
JPMPWA
152
J.P. Morgan Private Wealth Advisors
California
$348K -$201K -8,294 -37%
MML Investors Services
153
MML Investors Services
Massachusetts
$347K +$6.3K +260 +2%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$339K -$43.3K -1,716 -11%
Northern Trust
155
Northern Trust
Illinois
$335K -$5.24K -216 -2%
Wells Fargo
156
Wells Fargo
California
$333K -$91.1K -3,758 -22%
SOS
157
Silver Oak Securities
Tennessee
$324K +$38.2K +1,576 +13%
BPA
158
Beacon Pointe Advisors
California
$321K +$79.8K +3,292 +33%
WP
159
WMS Partners
Maryland
$320K +$23.8K +980 +8%
GFP
160
Guardian Financial Partners
California
$312K +$312K +12,856 New
CRC
161
Curi RMB Capital
Illinois
$311K
AP
162
Appleton Partners
Massachusetts
$309K -$8.48K -350 -3%
S
163
SignatureFD
Georgia
$309K +$194K +8,000 +169%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$304K -$41.2K -1,698 -12%
PA
165
PFG Advisors
Arizona
$303K +$30.7K +1,266 +11%
CPIG
166
Chicago Partners Investment Group
Illinois
$301K +$9.52K +416 +3%
TWP
167
Tempus Wealth Planning
California
$300K +$2.81K +116 +0.9%
LPAM
168
Lodestar Private Asset Management
California
$297K -$2.96K -122 -1%
TPA
169
Trivium Point Advisory
Connecticut
$292K +$90.5K +3,850 +45%
AP
170
Adero Partners
California
$292K +$292K +12,034 New
AA
171
Auxano Advisors
Washington
$291K +$2.18K +90 +0.8%
BJL
172
Brighton Jones LLC
Washington
$288K -$291 -12 -0.1%
WPC
173
Wedmont Private Capital
Pennsylvania
$281K +$281K +11,758 New
PWM
174
Perigon Wealth Management
California
$281K -$1.84K -76 -0.7%
FVWA
175
Foster Victor Wealth Advisors
South Carolina
$280K -$570 -24 -0.2%