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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.47B
2
SAG
2
SageView Advisory Group
California
$74.6M
3
TC
3
Trilogy Capital
California
$34.3M
4
SFS
4
Solitude Financial Services
Virginia
$29.3M
5
MCM
5
MAI Capital Management
Ohio
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AFA
2
Arlington Financial Advisors
California
$8.71M
3
HP
3
Hilltop Partners
Indiana
$5.86M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.47B 95,952,017 +2,407,192 +3%
SAG
2
SageView Advisory Group
California
$74.6M 2,953,940 +2,913,091 +7,131%
WA
3
Waddell & Associates
Tennessee
$70.2M 1,230,225 -19,940 -2%
CGL
4
Clarius Group LLC
Washington
$60.8M 1,065,882 -51,159 -5%
SCM
5
Steele Capital Management
Iowa
$53.7M 942,090 +32,635 +4%
Morgan Stanley
6
Morgan Stanley
New York
$52.7M 924,419 -850,281 -48%
Ameriprise
7
Ameriprise
Minnesota
$50.2M 878,738 +82,273 +10%
PC
8
Prairiewood Capital
North Dakota
$34.5M 605,186 +61,979 +11%
TC
9
Trilogy Capital
California
$34.3M 601,059 +601,059 New
MWP
10
Moller Wealth Partners
$30.1M 527,457 -4,574 -0.9%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$29.5M 517,693 +1,575 +0.3%
SFS
12
Solitude Financial Services
Virginia
$29.3M 513,429 +484,570 +1,679%
UBS Group
13
UBS Group
Switzerland
$26.5M 463,816 +71,492 +18%
FPF
14
First Pacific Financial
Washington
$23.1M 405,280 +3,204 +0.8%
RCA
15
Resonant Capital Advisors
Wisconsin
$22.6M 395,902 +15,696 +4%
BIA
16
Bell Investment Advisors
California
$21.1M 370,689 +341 +0.1%
CC
17
Callan Capital
California
$19.8M 347,929 -294 -0.1%
JWM
18
Janiczek Wealth Management
Colorado
$19.4M 340,858 +11,838 +4%
LNC
19
Lincoln National Corp
Pennsylvania
$17.9M 314,017 +6,092 +2%
Bank of America
20
Bank of America
North Carolina
$17.8M 312,903 +116,612 +59%
KCM
21
Kathmere Capital Management
Pennsylvania
$17.3M 302,909 +10,607 +4%
WFL
22
Wealth Forward LLC
North Dakota
$17.1M 299,594 +10,472 +4%
AI
23
Accredited Investors
Minnesota
$16.2M 283,687 +40,908 +17%
GAM
24
Gemmer Asset Management
California
$15.1M 264,819 -9,340 -3%
PPW
25
Pasadena Private Wealth
California
$15M 262,418 +4,213 +2%
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