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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
176
Riverchase Wealth Management
Texas
$561K +$561K +18,894 New
JLBC
177
J.L. Bainbridge & Co
Florida
$559K -$6K -202 -1%
VBFG
178
Vishria Bird Financial Group
Tennessee
$557K – – –
ONB
179
Old National Bancorp
Indiana
$552K -$4.34K -146 -0.8%
AP
180
Appleton Partners
Massachusetts
$547K +$204K +6,854 +59%
SI
181
Stephens Inc
Arkansas
$547K +$68.3K +2,300 +14%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$546K +$546K +18,392 New
BGAI
183
Bruce G. Allen Investments
Colorado
$544K +$1.22K +41 +0.2%
MPW
184
Magnolia Private Wealth
Pennsylvania
$542K +$542K +18,257 New
Vanguard Group
185
Vanguard Group
Pennsylvania
$540K +$32.7K +1,100 +6%
WRPWM
186
Werba Rubin Papier Wealth Management
California
$539K -$30 -1 -0%
QC
187
Quadrature Capital
United Kingdom
$534K +$534K +18,000 New
RDWM
188
Red Door Wealth Management
Tennessee
$529K +$84.1K +2,832 +19%
CPIG
189
Chicago Partners Investment Group
Illinois
$523K -$452K -15,228 -46%
RRA
190
Round Rock Advisors
Connecticut
$520K +$520K +17,495 New
CIAS
191
Capital Investment Advisory Services
North Carolina
$517K – – –
1L
192
10Elms LLP
Oklahoma
$513K +$513K +17,264 New
OCG
193
Opus Capital Group
Ohio
$510K -$5.76K -194 -1%
CAM
194
Cidel Asset Management
Ontario, Canada
$509K – – –
WF
195
Warner Financial
Maryland
$506K +$297 +10 +0.1%
SFG
196
Sowa Financial Group
Rhode Island
$503K +$503K +16,935 New
IC
197
IEQ Capital
California
$487K +$67.1K +2,258 +16%
AG
198
AlTi Global
New York
$483K +$37.5K +1,264 +8%
SA
199
Sovran Advisors
California
$477K +$477K +16,051 New
LFG
200
Larson Financial Group
Missouri
$472K +$230K +7,731 +95%
6 7
8
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