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Schwab Fundamental US Small Company Index ETF

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WRPWM
176
Werba Rubin Papier Wealth Management
California
$541K
MWM
177
Modera Wealth Management
New Jersey
$528K -$11.3K -380 -2%
CIAS
178
Capital Investment Advisory Services
North Carolina
$518K +$1.97K +66 +0.4%
OCG
179
Opus Capital Group
Ohio
$517K +$298 +10 +0.1%
CAM
180
Cidel Asset Management
Ontario, Canada
$511K
Vanguard Group
181
Vanguard Group
Pennsylvania
$509K +$57K +1,912 +13%
Wealthfront Advisers
182
Wealthfront Advisers
California
$507K +$38.2K +1,284 +8%
WF
183
Warner Financial
Maryland
$507K +$774 +26 +0.2%
PA
184
PFG Advisors
Arizona
$505K +$71.3K +2,394 +16%
OWM
185
OneAscent Wealth Management
Alabama
$502K +$502K +16,848 New
CPIG
186
Chicago Partners Investment Group
Illinois
$484K +$217K +14,724 +81%
SI
187
Stephens Inc
Arkansas
$480K +$137K +4,586 +40%
Citadel Advisors
188
Citadel Advisors
Florida
$479K -$883K -29,650 -65%
SSWM
189
Smith Salley Wealth Management
North Carolina
$465K +$193K +6,480 +71%
BCM
190
Brookstone Capital Management
Illinois
$461K -$193K -6,482 -30%
RDWM
191
Red Door Wealth Management
Tennessee
$447K -$2.38K -80 -0.5%
AG
192
AlTi Global
New York
$446K +$29K +974 +7%
Prudential Financial
193
Prudential Financial
New Jersey
$446K +$12.9K +432 +3%
MCM
194
Mengis Capital Management
Oregon
$446K -$21.3K -714 -5%
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
$443K -$4.97M -166,986 -92%
TWP
196
Tempus Wealth Planning
California
$443K -$2.68K -90 -0.6%
PWM
197
Perigon Wealth Management
California
$432K +$56.5K +1,896 +15%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$430K +$68.4K +2,302 +19%
IC
199
IEQ Capital
California
$421K -$48.3K -1,622 -10%
WFA
200
Wade Financial Advisory
California
$417K