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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.

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
1
Charles Schwab Investment Advisory
California
$5.18B
2
Morgan Stanley
2
Morgan Stanley
New York
$98.2M
3
SCM
3
Steele Capital Management
Iowa
$50.3M
4
WFL
4
Wealth Forward LLC
North Dakota
$16M
5
PPW
5
Pasadena Private Wealth
California
$14.3M

Top Sellers

1
GAM
1
Gemmer Asset Management
California
$15.2M
2
SAG
2
SageView Advisory Group
California
$2.22M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.88M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.88M
5
Ameriprise
5
Ameriprise
Minnesota
$44.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.18B 93,544,825 +1,249,096 +1%
Morgan Stanley
2
Morgan Stanley
New York
$98.2M 1,774,700 +993,733 +127%
WA
3
Waddell & Associates
Tennessee
$69.2M 1,250,165 +4,791 +0.4%
CGL
4
Clarius Group LLC
Washington
$61.8M 1,117,041 +18,416 +2%
SCM
5
Steele Capital Management
Iowa
$50.3M 909,455 +909,455 New
Ameriprise
6
Ameriprise
Minnesota
$44.1M 796,465 -57,282 -7%
PC
7
Prairiewood Capital
North Dakota
$30.1M 543,207 +88,072 +19%
MWP
8
Moller Wealth Partners
$29.4M 532,031 +19,105 +4%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$28.6M 516,118 +17,325 +3%
FPF
10
First Pacific Financial
Washington
$22.3M 402,076 -9,992 -2%
UBS Group
11
UBS Group
Switzerland
$21.7M 392,324 +15,033 +4%
RCA
12
Resonant Capital Advisors
Wisconsin
$21M 380,206 -22,595 -6%
BIA
13
Bell Investment Advisors
California
$20.5M 370,348 +31,240 +9%
CC
14
Callan Capital
California
$19.3M 348,223 +22,823 +7%
AFA
15
Arlington Financial Advisors
California
$18.7M 338,144 -27,347 -7%
JWM
16
Janiczek Wealth Management
Colorado
$18.2M 329,020 +3,179 +1%
LNC
17
Lincoln National Corp
Pennsylvania
$17M 307,925 -3,640 -1%
KCM
18
Kathmere Capital Management
Pennsylvania
$16.2M 292,302 +5,809 +2%
WFL
19
Wealth Forward LLC
North Dakota
$16M 289,122 +289,122 New
GAM
20
Gemmer Asset Management
California
$15.2M 274,159 -100,236 -27%
PPW
21
Pasadena Private Wealth
California
$14.3M 258,205 +258,205 New
FM
22
Foster & Motley
Ohio
$13.7M 248,219 +3,335 +1%
AI
23
Accredited Investors
Minnesota
$13.4M 242,779 +41,073 +20%
HP
24
Hilltop Partners
Indiana
$12.4M 224,023 +118,397 +112%
CST
25
Charles Schwab Trust
Nevada
$11.8M 213,910 +76,299 +55%
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