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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.47B
2
SAG
2
SageView Advisory Group
California
$74.6M
3
TC
3
Trilogy Capital
California
$34.3M
4
SFS
4
Solitude Financial Services
Virginia
$29.3M
5
MCM
5
MAI Capital Management
Ohio
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AFA
2
Arlington Financial Advisors
California
$8.71M
3
HP
3
Hilltop Partners
Indiana
$5.86M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Clarity Capital Advisors
Florida
$606K +$1.65K +58 +0.3%
AP
152
Appleton Partners
Massachusetts
$606K +$242K +8,482 +66%
MA
153
Mutual Advisors
Nebraska
$600K +$120K +4,198 +25%
Renaissance Technologies
154
Renaissance Technologies
New York
$599K +$143K +5,000 +31%
HS
155
Horan Securities
United States
$596K +$13.6K +476 +2%
ECM
156
Evergreen Capital Management
Washington
$594K +$114 +4 +0%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$590K +$102K +3,616 +21%
CNWM
158
Clay Northam Wealth Management
California
$584K – – –
Wealthfront Advisers
159
Wealthfront Advisers
California
$558K +$252K +8,854 +83%
MWM
160
Modera Wealth Management
New Jersey
$541K +$111K +3,894 +26%
FFN
161
Focus Financial Network
Minnesota
$540K -$72.1K -2,724 -12%
OWM
162
OneAscent Wealth Management
Alabama
$535K +$77.5K +2,718 +17%
PCMC
163
Paragon Capital Management (Colorado)
Colorado
$535K +$535K +18,762 New
GFP
164
Guardian Financial Partners
California
$534K +$49.5K +1,736 +10%
CIS
165
Custom Index Systems
New York
$525K +$105K +3,668 +25%
WRPWM
166
Werba Rubin Papier Wealth Management
California
$518K – – –
SOS
167
Silver Oak Securities
Tennessee
$515K -$148K -5,182 -22%
OCG
168
Opus Capital Group
Ohio
$495K +$114 +4 +0%
CIAS
169
Capital Investment Advisory Services
North Carolina
$494K +$1.03K +36 +0.2%
CAM
170
Cidel Asset Management
Ontario, Canada
$489K – – –
FTUS
171
Flow Traders U.S.
New York
$484K +$484K +16,964 New
DAS
172
Dynamic Advisor Solutions
Arizona
$475K +$120K +4,208 +34%
Comerica Bank
173
Comerica Bank
Texas
$466K +$109K +3,808 +30%
FSWA
174
Financial Synergies Wealth Advisors
Texas
$462K -$238K -8,334 -34%
MCM
175
Mengis Capital Management
Oregon
$454K +$40.8K +1,430 +10%
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