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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

364 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+60
Holders Change %
+19.74%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
81
Increased
129
Reduced
88
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
Morgan Stanley
New York
$98.2M
3
PPW
Pasadena Private Wealth
California
$14.3M
4
GFG
Goldstone Financial Group
Illinois
$7.68M
5
HP
Hilltop Partners
Indiana
$12.4M

Top Sellers

1
GAM
Gemmer Asset Management
California
$15.2M
2
SAG
SageView Advisory Group
California
$2.22M
3
BCI
Brinker Capital Investments
Pennsylvania
$2.88M
4
OPS
Orion Portfolio Solutions
Nebraska
$2.88M
5
Ameriprise
Ameriprise
Minnesota
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
SeaCrest Wealth Management
New York
$298K +$3.63K +136 +1%
Wealthfront Advisers
202
Wealthfront Advisers
California
$296K +$49.6K +1,794 +20%
BWM
203
BCS Wealth Management
Tennessee
$296K +$40.3K +1,454 +16%
JLBC
204
J.L. Bainbridge & Co
Florida
$294K – – –
MFC
205
Morris Financial Concepts
South Carolina
$294K -$14.2K -512 -5%
BGAI
206
Bruce G. Allen Investments
Colorado
$288K +$288K +10,400 New
BAWC
207
Boyce & Associates Wealth Consulting
Texas
$282K +$1.33K +48 +0.5%
IWM
208
IHT Wealth Management
Illinois
$278K -$9.24K -334 -3%
PIMG
209
Patriot Investment Management Group
Tennessee
$266K +$6.42K +232 +2%
JIC
210
Johnson Investment Counsel
Ohio
$259K +$259K +9,358 New
SSWM
211
Smith Salley Wealth Management
North Carolina
$259K +$7.58K +274 +3%
CTWM
212
Cherry Tree Wealth Management
Minnesota
$257K – – –
HWM
213
HB Wealth Management
Georgia
$255K +$4.21K +152 +2%
PCMK
214
Paragon Capital Management (Kansas)
Kansas
$253K +$1.22K +44 +0.5%
SFC
215
Sprinkle Financial Consultants
Colorado
$249K +$249K +8,988 New
EFG
216
Ehrlich Financial Group
California
$249K +$249K +8,982 New
TRCT
217
Tower Research Capital (TRC)
New York
$247K -$320K -11,558 -56%
S
218
SignatureFD
Georgia
$246K -$107K -3,860 -30%
PFS
219
Prospera Financial Services
Texas
$242K +$242K +8,760 New
MSR
220
Main Street Research
Connecticut
$242K +$242K +8,756 New
NWMG
221
National Wealth Management Group
Ohio
$242K +$242K +8,736 New
ECM
222
Exchange Capital Management
Michigan
$238K -$13.9K -502 -6%
LI
223
Lafayette Investments
Maryland
$235K – – –
RTL
224
Red Tortoise LLC
Georgia
$231K +$15.1K +546 +7%
IPWA
225
International Private Wealth Advisors
California
$229K +$229K +8,284 New
7 8
9
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