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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.88B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
IIC
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
Sanctuary Advisors
Indiana
$16.9M
5
AI
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
Stifel Financial
Missouri
$776K
3
DWM
Dechtman Wealth Management
Colorado
$1.25M
4
HP
Hilltop Partners
Indiana
$3.4M
5
ML
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$776K -$4.3M -144,452 -85%
MA
152
Mutual Advisors
Nebraska
$749K +$363K +24,590 +94%
Lido Advisors
153
Lido Advisors
California
$725K +$486K +16,310 +203%
FFA
154
Farther Finance Advisors
California
$716K -$357K -11,982 -33%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$705K +$705K +23,682 New
SEIA
156
Signature Estate & Investment Advisors
California
$694K -$612K -20,546 -47%
GFP
157
Guardian Financial Partners
California
$692K +$74K +2,484 +12%
CG
158
Caprock Group
Idaho
$687K +$687K +23,080 New
FFN
159
Focus Financial Network
Minnesota
$676K +$5.3K +178 +0.8%
AF
160
Advisornet Financial
Minnesota
$660K -$9.11K -306 -1%
TCM
161
Tandem Capital Management
New Jersey
$650K – – –
CCA
162
Clarity Capital Advisors
Florida
$638K +$4.77K +160 +0.8%
HS
163
Horan Securities
United States
$629K +$8.52K +286 +1%
ECM
164
Evergreen Capital Management
Washington
$621K +$298 +10 +0%
QWM
165
Quadcap Wealth Management
Texas
$612K -$34.7K -1,166 -5%
CNWM
166
Clay Northam Wealth Management
California
$610K +$5.96K +200 +1%
Two Sigma Investments
167
Two Sigma Investments
New York
$608K +$608K +20,400 New
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$571K -$31.3K -1,052 -5%
JFG
169
JMG Financial Group
Illinois
$570K +$42.4K +1,422 +8%
JLBC
170
J.L. Bainbridge & Co
Florida
$567K +$245K +8,214 +76%
CA
171
CoreCap Advisors
Michigan
$565K +$565K +18,954 New
FSWA
172
Financial Synergies Wealth Advisors
Texas
$562K +$108K +3,610 +24%
VBFG
173
Vishria Bird Financial Group
Tennessee
$559K +$559K +18,768 New
ONB
174
Old National Bancorp
Indiana
$558K +$558K +18,742 New
BGAI
175
Bruce G. Allen Investments
Colorado
$544K +$185K +6,198 +51%
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