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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
201
Red Tortoise LLC
Georgia
$189K +$16.8K +692 +10%
GRP
202
Global Retirement Partners
California
$178K +$72.3K +3,068 +68%
PA
203
Parallel Advisors
California
$172K -$1.84K -76 -1%
Comerica Bank
204
Comerica Bank
Texas
$170K +$170K +6,994 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$162K -$7.47K -308 -4%
HR
206
Howe & Rusling
New York
$152K +$50.7K +2,090 +50%
MA
207
MCF Advisors
Kentucky
$132K +$25.3K +1,044 +24%
William Blair & Company
208
William Blair & Company
Illinois
$127K +$81.9K +3,378 +180%
VNA
209
Valley National Advisers
Pennsylvania
$124K -$13K -538 -9%
US Bancorp
210
US Bancorp
Minnesota
$122K
DFA
211
DHJJ Financial Advisors
Illinois
$108K +$108K +4,446 New
AF
212
Allworth Financial
California
$104K +$84.5K +3,484 +432%
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$102K +$388 +16 +0.4%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$95.4K +$95.4K +3,936 New
LFG
215
Larson Financial Group
Missouri
$88.3K +$74K +3,052 +519%
FRA
216
Front Row Advisors
California
$84.4K
AC
217
AlphaCore Capital
California
$84.3K +$72.6K +2,996 +622%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$78K -$12.3K -506 -14%
RG
219
Retirement Group
California
$77.1K -$1.7K -70 -2%
PMFA
220
Plante Moran Financial Advisors
Michigan
$69.7K +$5.96K +246 +9%
TCM
221
TD Capital Management
Tennessee
$61.9K -$6.74K -278 -10%
FCA
222
FinTrust Capital Advisors
South Carolina
$59.7K +$2.72K +112 +5%
NCM
223
Northwest Capital Management
Oregon
$54.1K
SSB
224
Sandy Spring Bank
Maryland
$53.1K
ACA
225
Aptus Capital Advisors
Alabama
$48.1K