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Schwab Fundamental US Small Company Index ETF

373 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+9
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
47
Increased
161
Reduced
89
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
201
Vanguard Group
Pennsylvania
$345K +$345K +12,094 New
AA
202
Auxano Advisors
Washington
$345K -$8.84K -310 -3%
BWM
203
BCS Wealth Management
Tennessee
$343K +$38K +1,330 +12%
AP
204
Adero Partners
California
$341K
BGAI
205
Bruce G. Allen Investments
Colorado
$341K +$44.3K +1,552 +15%
WPC
206
Wedmont Private Capital
Pennsylvania
$340K +$8.84K +314 +3%
RIA
207
Regal Investment Advisors
Michigan
$319K +$93K +3,260 +41%
SWM
208
SeaCrest Wealth Management
New York
$319K +$627 +22 +0.2%
BIG
209
Builder Investment Group
Georgia
$318K -$1.2K -42 -0.4%
CAM
210
Cozad Asset Management
Illinois
$315K +$315K +11,058 New
JLBC
211
J.L. Bainbridge & Co
Florida
$309K +$5.76K +202 +2%
FVWA
212
Foster Victor Wealth Advisors
South Carolina
$301K -$15.8K -576 -5%
CA
213
Clearstead Advisors
Ohio
$293K -$161K -5,702 -35%
YIH
214
Y-Intercept (HK)
Hong Kong
$293K +$293K +10,272 New
JIC
215
Johnson Investment Counsel
Ohio
$290K +$23.3K +818 +9%
RWA
216
Redhawk Wealth Advisors
Minnesota
$289K -$1.02M -35,848 -78%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$287K +$51.8K +1,816 +22%
IWM
218
IHT Wealth Management
Illinois
$287K +$342 +12 +0.1%
SSWM
219
Smith Salley Wealth Management
North Carolina
$286K +$19.4K +682 +7%
SI
220
Stephens Inc
Arkansas
$277K +$277K +9,708 New
CAI
221
Capital Advisors Inc
Oklahoma
$276K +$276K +9,678 New
PIMG
222
Patriot Investment Management Group
Tennessee
$273K -$1.65K -58 -0.6%
Citadel Advisors
223
Citadel Advisors
Florida
$269K +$269K +9,442 New
NWMG
224
National Wealth Management Group
Ohio
$265K +$15.6K +546 +6%
HWM
225
HB Wealth Management
Georgia
$265K +$1.48K +52 +0.6%