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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
Morgan Stanley
New York
$98.2M
3
PPW
Pasadena Private Wealth
California
$14.3M
4
GFG
Goldstone Financial Group
Illinois
$7.68M
5
HP
Hilltop Partners
Indiana
$12.4M

Top Sellers

1
GAM
Gemmer Asset Management
California
$15.2M
2
SAG
SageView Advisory Group
California
$2.22M
3
BCI
Brinker Capital Investments
Pennsylvania
$2.88M
4
OPS
Orion Portfolio Solutions
Nebraska
$2.88M
5
Ameriprise
Ameriprise
Minnesota
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
151
Horan Securities
United States
$565K +$1.88K +68 +0.3%
RF
152
RHS Financial
California
$558K +$26.1K +944 +5%
CA
153
Continuum Advisory
Idaho
$509K -$21.9K -790 -4%
WRPWM
154
Werba Rubin Papier Wealth Management
California
$503K – – –
WFA
155
Wade Financial Advisory
California
$501K – – –
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$493K +$493K +17,810 New
OCG
157
Opus Capital Group
Ohio
$480K – – –
CIAS
158
Capital Investment Advisory Services
North Carolina
$479K -$55.2K -1,996 -10%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$478K +$4.1K +148 +0.9%
CAM
160
Cidel Asset Management
Ontario, Canada
$475K – – –
GFP
161
Guardian Financial Partners
California
$470K +$114K +4,120 +32%
MA
162
Mutual Advisors
Nebraska
$466K -$51.6K -1,864 -10%
MML Investors Services
163
MML Investors Services
Massachusetts
$458K +$61.3K +2,214 +15%
LFG
164
Larson Financial Group
Missouri
$447K +$346K +12,518 +344%
CA
165
Clearstead Advisors
Ohio
$446K +$440K +15,890 +6,969%
OWM
166
OneAscent Wealth Management
Alabama
$444K -$996 -36 -0.2%
Renaissance Technologies
167
Renaissance Technologies
New York
$443K -$426K -15,400 -49%
MWM
168
Modera Wealth Management
New Jersey
$418K +$119K +4,286 +40%
RDWM
169
Red Door Wealth Management
Tennessee
$413K – – –
CIS
170
Custom Index Systems
New York
$408K +$408K +14,760 New
AG
171
AlTi Global
New York
$407K +$407K +14,714 New
MCM
172
Mengis Capital Management
Oregon
$401K +$401K +14,484 New
TPA
173
Trivium Point Advisory
Connecticut
$393K +$48.8K +1,764 +14%
EL
174
EMFO LLC
Florida
$386K -$94.4K -3,412 -20%
TWP
175
Tempus Wealth Planning
California
$384K +$41.2K +1,490 +12%
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