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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
176
AE Wealth Management
Kansas
$278K +$82.4K +3,400 +42%
DAS
177
Dynamic Advisor Solutions
Arizona
$277K +$29.4K +1,214 +12%
BIG
178
Builder Investment Group
Georgia
$271K +$3.01K +124 +1%
MFC
179
Morris Financial Concepts
South Carolina
$270K -$1.7K -70 -0.6%
SWM
180
SeaCrest Wealth Management
New York
$267K +$727 +30 +0.3%
MWM
181
Modera Wealth Management
New Jersey
$262K +$262K +10,806 New
GS
182
GTS Securities
New York
$259K +$259K +10,676 New
JLBC
183
J.L. Bainbridge & Co
Florida
$258K
IWM
184
IHT Wealth Management
Illinois
$252K +$28.6K +1,178 +13%
GW
185
GW & Wade
Massachusetts
$251K +$146 +6 +0.1%
BAWC
186
Boyce & Associates Wealth Consulting
Texas
$246K +$485 +20 +0.2%
PIMG
187
Patriot Investment Management Group
Tennessee
$228K +$5.04K +208 +2%
ICG
188
InterOcean Capital Group
Tennessee
$227K +$227K +9,380 New
CTWM
189
Cherry Tree Wealth Management
Minnesota
$225K
BWM
190
BCS Wealth Management
Tennessee
$224K +$224K +9,232 New
ECM
191
Exchange Capital Management
Michigan
$221K
PCMK
192
Paragon Capital Management (Kansas)
Kansas
$220K +$824 +34 +0.4%
HWM
193
HB Wealth Management
Georgia
$220K -$9.16K -378 -4%
SSWM
194
Smith Salley Wealth Management
North Carolina
$220K
RRCM
195
Rappaport Reiches Capital Management
Illinois
$218K -$3.2K -132 -1%
Wealthfront Advisers
196
Wealthfront Advisers
California
$216K -$3.54K -146 -2%
WJWM
197
Williams Jones Wealth Management
New York
$214K +$214K +8,808 New
LI
198
Lafayette Investments
Maryland
$206K
USCWA
199
U.S. Capital Wealth Advisors
Texas
$205K +$205K +8,444 New
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$200K