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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
151
Wealthfront Advisers
California
$835K +$329K +11,085 +65%
DWT
152
Dorsey & Whitney Trust
South Dakota
$816K – – –
Comerica Bank
153
Comerica Bank
Texas
$811K +$31.2K +1,050 +4%
JCIA
154
Jackson Creek Investment Advisors
Colorado
$809K +$15.3K +516 +2%
LIA
155
LBMC Investment Advisors
Tennessee
$792K – – –
GFP
156
Guardian Financial Partners
California
$787K +$96.9K +3,261 +14%
SEIA
157
Signature Estate & Investment Advisors
California
$756K +$63.9K +2,153 +9%
MA
158
Mutual Advisors
Nebraska
$732K -$806K -26,597 -52%
Citadel Advisors
159
Citadel Advisors
Florida
$728K +$250K +8,427 +52%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$703K – – –
DWM
161
Dechtman Wealth Management
Colorado
$687K -$555K -18,690 -45%
E
162
EntreWealth
Texas
$679K +$679K +11,524 New
FFN
163
Focus Financial Network
Minnesota
$658K -$16.5K -555 -2%
TCM
164
Tandem Capital Management
New Jersey
$651K +$2.97K +100 +0.5%
CCA
165
Clarity Capital Advisors
Florida
$640K +$3.33K +112 +0.5%
TRCT
166
Tower Research Capital (TRC)
New York
$637K -$245K -8,251 -28%
AF
167
Advisornet Financial
Minnesota
$634K -$24.8K -835 -4%
HS
168
Horan Securities
United States
$627K +$178 +6 +0%
BWM
169
BCS Wealth Management
Tennessee
$619K +$619K +20,828 New
QWM
170
Quadcap Wealth Management
Texas
$611K – – –
MWM
171
Modera Wealth Management
New Jersey
$601K +$74.6K +2,511 +14%
FFA
172
Farther Finance Advisors
California
$595K -$119K -4,010 -17%
AV
173
Aspiring Ventures
Ohio
$586K +$586K +19,219 New
CNWM
174
Clay Northam Wealth Management
California
$582K -$26K -875 -4%
JFG
175
JMG Financial Group
Illinois
$568K -$59 -2 -0%
5 6
7
8 9