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Schwab Fundamental US Small Company Index ETF

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
176
Northern Trust
Illinois
$383K
AAS
177
Avantax Advisory Services
Texas
$382K -$414K -14,968 -52%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$375K +$27.9K +1,008 +8%
RJA
179
Raymond James & Associates
Florida
$369K -$234K -8,468 -39%
PWM
180
Perigon Wealth Management
California
$366K +$45.8K +1,654 +14%
VA
181
Valmark Advisers
Ohio
$364K -$355K -12,826 -49%
PA
182
PFG Advisors
Arizona
$359K +$14.1K +508 +4%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$359K -$19K -676 -5%
CPIG
184
Chicago Partners Investment Group
Illinois
$357K +$4.03K +150 +1%
CRC
185
Curi RMB Capital
Illinois
$355K
AP
186
Appleton Partners
Massachusetts
$353K
Comerica Bank
187
Comerica Bank
Texas
$347K +$153K +5,530 +79%
AA
188
Auxano Advisors
Washington
$343K +$11.1K +402 +3%
USCWA
189
U.S. Capital Wealth Advisors
Texas
$341K +$108K +3,892 +46%
LPAM
190
Lodestar Private Asset Management
California
$339K +$166 +6 +0%
JFG
191
JMG Financial Group
Illinois
$337K +$337K +12,166 New
BJL
192
Brighton Jones LLC
Washington
$334K +$5.37K +194 +2%
DAS
193
Dynamic Advisor Solutions
Arizona
$332K +$26.9K +1,008 +9%
AP
194
Adero Partners
California
$331K -$1.99K -72 -0.6%
Empower Advisory Group
195
Empower Advisory Group
Colorado
$327K +$327K +11,812 New
WPC
196
Wedmont Private Capital
Pennsylvania
$318K
HIP
197
HUB Investment Partners
Texas
$314K +$314K +11,336 New
FVWA
198
Foster Victor Wealth Advisors
South Carolina
$312K -$7.37K -272 -2%
WF
199
Warner Financial
Maryland
$310K +$310K +11,192 New
BIG
200
Builder Investment Group
Georgia
$310K