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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.88B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
IIC
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
Sanctuary Advisors
Indiana
$16.9M
5
AI
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
Stifel Financial
Missouri
$776K
3
DWM
Dechtman Wealth Management
Colorado
$1.25M
4
HP
Hilltop Partners
Indiana
$3.4M
5
ML
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
201
Raymond James & Associates
Florida
$415K +$1.25K +42 +0.3%
BAWC
202
Boyce & Associates Wealth Consulting
Texas
$413K +$1.19K +40 +0.3%
CP
203
Creekside Partners
California
$410K -$38.4K -1,290 -9%
Wells Fargo
204
Wells Fargo
California
$410K +$253K +8,486 +161%
IWM
205
IHT Wealth Management
Illinois
$409K +$119K +4,010 +41%
LPAM
206
Lodestar Private Asset Management
California
$406K +$16.8K +564 +4%
CWA
207
Clearview Wealth Advisors
Oregon
$401K +$39K +1,308 +11%
HIM
208
Harbour Investment Management
Washington
$395K – – –
PCM
209
Pennsylvania Capital Management
Pennsylvania
$394K +$12.9K +434 +3%
RF
210
RHS Financial
California
$386K +$386K +12,958 New
BJL
211
Brighton Jones LLC
Washington
$385K +$894 +30 +0.2%
FTDI
212
First Trust Direct Indexing
Massachusetts
$382K – – –
PCMK
213
Paragon Capital Management (Kansas)
Kansas
$380K +$108K +3,616 +39%
AC
214
Annandale Capital
Texas
$375K – – –
VA
215
Valmark Advisers
Ohio
$373K +$6.85K +230 +2%
FTUS
216
Flow Traders U.S.
New York
$372K +$372K +12,500 New
SWM
217
SeaCrest Wealth Management
New York
$371K +$39.7K +1,332 +12%
AA
218
Auxano Advisors
Washington
$363K +$2.68K +90 +0.7%
AP
219
Adero Partners
California
$361K -$179 -6 -0%
PFS
220
Prospera Financial Services
Texas
$361K +$78.2K +2,626 +28%
WPC
221
Wedmont Private Capital
Pennsylvania
$361K – – –
DAS
222
Dynamic Advisor Solutions
Arizona
$360K -$173K -5,792 -32%
Empower Advisory Group
223
Empower Advisory Group
Colorado
$356K +$49K +1,644 +16%
PA
224
Parallel Advisors
California
$354K +$144K +4,824 +68%
HWM
225
HB Wealth Management
Georgia
$349K +$101K +3,396 +41%
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