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Schwab Fundamental US Small Company Index ETF

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
176
Power Wealth Management
Georgia
$445K +$445K +16,200 New
IC
177
IEQ Capital
California
$433K +$433K +15,766 New
Wealthfront Advisers
178
Wealthfront Advisers
California
$432K -$105K -3,810 -19%
MCM
179
Mengis Capital Management
Oregon
$431K -$6.37K -232 -1%
FSWA
180
Financial Synergies Wealth Advisors
Texas
$419K -$26.1K -952 -6%
Vanguard Group
181
Vanguard Group
Pennsylvania
$417K +$84.6K +3,082 +25%
RDWM
182
Red Door Wealth Management
Tennessee
$414K +$4.17K +152 +1%
CP
183
Creekside Partners
California
$414K +$414K +15,072 New
TWP
184
Tempus Wealth Planning
California
$411K +$16.1K +586 +4%
PA
185
PFG Advisors
Arizona
$400K +$3.73K +136 +0.9%
Prudential Financial
186
Prudential Financial
New Jersey
$400K -$3.13K -114 -0.8%
AG
187
AlTi Global
New York
$386K -$25.6K -930 -6%
WFA
188
Wade Financial Advisory
California
$384K
RJA
189
Raymond James & Associates
Florida
$382K -$14.4K -526 -4%
BAWC
190
Boyce & Associates Wealth Consulting
Texas
$379K -$18.9K -690 -5%
HIM
191
Harbour Investment Management
Washington
$365K
LPAM
192
Lodestar Private Asset Management
California
$359K +$15.6K +568 +5%
BJL
193
Brighton Jones LLC
Washington
$354K +$21.6K +786 +6%
FTDI
194
First Trust Direct Indexing
Massachusetts
$352K +$352K +12,820 New
PCM
195
Pennsylvania Capital Management
Pennsylvania
$352K -$35.1K -1,278 -9%
WPC
196
Wedmont Private Capital
Pennsylvania
$350K +$6.66K +234 +2%
PWM
197
Perigon Wealth Management
California
$347K -$38.7K -1,408 -10%
AC
198
Annandale Capital
Texas
$346K +$346K +12,600 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$339K -$4.06K -146 -1%
VA
200
Valmark Advisers
Ohio
$338K -$18.5K -674 -5%