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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.47B
2
SAG
SageView Advisory Group
California
$74.6M
3
TC
Trilogy Capital
California
$34.3M
4
SFS
Solitude Financial Services
Virginia
$29.3M
5
MCM
MAI Capital Management
Ohio
$9.66M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$52.7M
2
AFA
Arlington Financial Advisors
California
$8.71M
3
HP
Hilltop Partners
Indiana
$5.86M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BRWA
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
176
Chicago Partners Investment Group
Illinois
$427K +$63.8K +2,334 +18%
AG
177
AlTi Global
New York
$426K +$6.56K +230 +2%
RDWM
178
Red Door Wealth Management
Tennessee
$426K – – –
MWM
179
Mission Wealth Management
California
$425K +$425K +14,908 New
Prudential Financial
180
Prudential Financial
New Jersey
$418K +$192K +6,736 +85%
BAWC
181
Boyce & Associates Wealth Consulting
Texas
$414K +$123K +4,326 +42%
PA
182
PFG Advisors
Arizona
$412K +$41.5K +1,454 +11%
RJA
183
Raymond James & Associates
Florida
$411K +$31.3K +1,098 +8%
TWP
184
Tempus Wealth Planning
California
$410K +$14.2K +498 +4%
PCM
185
Pennsylvania Capital Management
Pennsylvania
$402K -$281K -9,848 -41%
PWM
186
Perigon Wealth Management
California
$400K +$22.9K +802 +6%
WFA
187
Wade Financial Advisory
California
$399K -$117K -4,110 -23%
CAN
188
Cetera Advisor Networks
California
$394K +$394K +13,832 New
HIM
189
Harbour Investment Management
Washington
$378K +$378K +13,250 New
VA
190
Valmark Advisers
Ohio
$370K -$5.25K -184 -1%
CRC
191
Curi RMB Capital
Illinois
$366K – – –
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$363K +$279K +9,810 +334%
JFG
193
JMG Financial Group
Illinois
$362K +$15.4K +540 +4%
WF
194
Warner Financial
Maryland
$362K +$42.9K +1,504 +13%
RF
195
RHS Financial
California
$360K -$214K -7,516 -37%
EL
196
EMFO LLC
Florida
$357K -$41.1K -1,440 -10%
LPAM
197
Lodestar Private Asset Management
California
$357K +$7.3K +256 +2%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$352K -$13.4K -468 -4%
USCWA
199
U.S. Capital Wealth Advisors
Texas
$352K – – –
BJL
200
Brighton Jones LLC
Washington
$345K +$969 +34 +0.3%
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