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Schwab Fundamental US Small Company Index ETF

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Aspire Wealth Management
Massachusetts
$729K +$77.9K +2,838 +12%
FFN
152
Focus Financial Network
Minnesota
$666K +$63.3K +2,142 +11%
BCM
153
Brookstone Capital Management
Illinois
$649K -$410K -13,884 -39%
BPA
154
Beacon Pointe Advisors
California
$644K -$25.3K -920 -4%
AF
155
Advisornet Financial
Minnesota
$617K +$5.16K +188 +0.8%
Comerica Bank
156
Comerica Bank
Texas
$604K +$155K +5,654 +35%
QWM
157
Quadcap Wealth Management
Texas
$597K +$597K +21,724 New
TCM
158
Tandem Capital Management
New Jersey
$592K -$17.4K -640 -3%
CCA
159
Clarity Capital Advisors
Florida
$584K
ECM
160
Evergreen Capital Management
Washington
$575K
HS
161
Horan Securities
United States
$572K -$1.65K -60 -0.3%
GFP
162
Guardian Financial Partners
California
$569K +$55.6K +2,026 +11%
CNWM
163
Clay Northam Wealth Management
California
$557K -$5.49K -200 -1%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$552K -$18.2K -668 -3%
CPIG
165
Chicago Partners Investment Group
Illinois
$541K +$74.8K +2,510 +16%
SOS
166
Silver Oak Securities
Tennessee
$528K +$31.9K +1,162 +6%
WRPWM
167
Werba Rubin Papier Wealth Management
California
$499K
MWM
168
Modera Wealth Management
New Jersey
$497K -$24.5K -894 -5%
DAS
169
Dynamic Advisor Solutions
Arizona
$491K +$33.5K +1,220 +7%
JFG
170
JMG Financial Group
Illinois
$486K +$137K +4,996 +39%
OCG
171
Opus Capital Group
Ohio
$477K
CIAS
172
Capital Investment Advisory Services
North Carolina
$476K
CAM
173
Cidel Asset Management
Ontario, Canada
$471K
WF
174
Warner Financial
Maryland
$467K +$118K +4,308 +34%
BlackRock
175
BlackRock
New York
$462K +$461K +16,806 +105,038%