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Schwab Fundamental US Small Company Index ETF

389 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
55
Increased
144
Reduced
111
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
201
Clearview Wealth Advisors
Oregon
$334K +$334K +12,170 New
AP
202
Adero Partners
California
$333K +$4.83K +176 +1%
FVWA
203
Foster Victor Wealth Advisors
South Carolina
$333K +$7.03K +236 +2%
AA
204
Auxano Advisors
Washington
$332K
BGAI
205
Bruce G. Allen Investments
Colorado
$331K +$3.08K +112 +0.9%
Renaissance Technologies
206
Renaissance Technologies
New York
$330K -$247K -9,000 -43%
AP
207
Appleton Partners
Massachusetts
$327K -$256K -9,336 -44%
SI
208
Stephens Inc
Arkansas
$316K +$49.9K +1,816 +19%
RIA
209
Regal Investment Advisors
Michigan
$309K +$1.81K +66 +0.6%
SWM
210
SeaCrest Wealth Management
New York
$306K -$1.37K -50 -0.4%
EL
211
EMFO LLC
Florida
$305K -$39.1K -1,424 -11%
CAM
212
Cozad Asset Management
Illinois
$302K -$1.54K -56 -0.5%
PCMC
213
Paragon Capital Management (Colorado)
Colorado
$301K -$214K -7,804 -42%
JLBC
214
J.L. Bainbridge & Co
Florida
$297K
JIC
215
Johnson Investment Counsel
Ohio
$296K +$16.9K +616 +6%
CA
216
Clearstead Advisors
Ohio
$290K +$3.68K +134 +1%
Empower Advisory Group
217
Empower Advisory Group
Colorado
$283K +$46.1K +1,680 +19%
NCM
218
Noesis Capital Mangement
Florida
$281K +$281K +10,218 New
BIG
219
Builder Investment Group
Georgia
$279K -$26.7K -974 -9%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$278K +$1.76K +64 +0.6%
USCWA
221
U.S. Capital Wealth Advisors
Texas
$270K -$68.7K -2,500 -20%
CPP
222
Capasso Planning Partners
South Carolina
$269K +$269K +9,814 New
IWM
223
IHT Wealth Management
Illinois
$268K -$7.63K -278 -3%
CAI
224
Capital Advisors Inc
Oklahoma
$268K +$1.81K +66 +0.7%
LI
225
Lafayette Investments
Maryland
$266K +$27K +982 +11%