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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
201
Evergreen Capital Management
Washington
$471K -$148K -4,994 -24%
PWM
202
Perigon Wealth Management
California
$465K +$25K +824 +6%
EWM
203
Evercore Wealth Management
New York
$462K +$462K +15,565 New
FSWA
204
Financial Synergies Wealth Advisors
Texas
$457K -$103K -3,474 -18%
TWP
205
Tempus Wealth Planning
California
$454K +$12.4K +416 +3%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$447K +$16.9K +570 +4%
Wells Fargo
207
Wells Fargo
California
$439K +$29.9K +1,006 +7%
MCM
208
Mengis Capital Management
Oregon
$431K -$13.7K -460 -3%
PCM
209
Pennsylvania Capital Management
Pennsylvania
$428K +$34.9K +1,175 +9%
LPAM
210
Lodestar Private Asset Management
California
$417K +$11.9K +401 +3%
WFA
211
Wade Financial Advisory
California
$415K – – –
CP
212
Creekside Partners
California
$409K -$59 -2 -0%
BAWC
213
Boyce & Associates Wealth Consulting
Texas
$409K -$2.97K -100 -0.7%
CWA
214
Clearview Wealth Advisors
Oregon
$407K +$7.1K +239 +2%
PA
215
PFG Advisors
Arizona
$407K -$97.2K -3,274 -19%
OWM
216
OneAscent Wealth Management
Alabama
$404K -$96.6K -3,252 -19%
First Trust Advisors
217
First Trust Advisors
Illinois
$381K +$381K +12,820 New
FCH
218
Freestone Capital Holdings
Washington
$381K +$163K +5,496 +75%
HI
219
Harbour Investments
Wisconsin
$380K +$67.4K +2,270 +22%
BJL
220
Brighton Jones LLC
Washington
$379K -$4.78K -161 -1%
AC
221
Annandale Capital
Texas
$374K – – –
CAM
222
Cozad Asset Management
Illinois
$369K +$43.1K +1,451 +13%
PFS
223
Prospera Financial Services
Texas
$366K +$5.23K +176 +1%
AA
224
Auxano Advisors
Washington
$363K +$1.9K +64 +0.5%
LI
225
Lafayette Investments
Maryland
$361K +$59.7K +2,010 +20%
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