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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.

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 Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.36B 97,647,254 +97,647,254 New
WA
2
Waddell & Associates
Tennessee
$68.9M 1,253,794 +23,569 +2%
CGL
3
Clarius Group LLC
Washington
$57.5M 1,047,316 -18,566 -2%
SCM
4
Steele Capital Management
Iowa
$53.8M 975,856 +33,766 +4%
Ameriprise
5
Ameriprise
Minnesota
$49.1M 893,764 +15,026 +2%
Morgan Stanley
6
Morgan Stanley
New York
$38.1M 692,976 -231,443 -25%
PC
7
Prairiewood Capital
North Dakota
$34.9M 635,543 +30,357 +5%
TC
8
Trilogy Capital
California
$34.8M 633,244 +32,185 +5%
SFS
9
Solitude Financial Services
Virginia
$29.5M 538,038 +24,609 +5%
MWP
10
Moller Wealth Partners
$29.2M 532,010 +4,553 +0.9%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$28.5M 518,960 +1,267 +0.2%
UBS Group
12
UBS Group
Switzerland
$26.7M 486,657 +22,841 +5%
AA
13
ALPS Advisors
Colorado
$25.2M 458,510 +458,510 New
RCA
14
Resonant Capital Advisors
Wisconsin
$23M 417,070 +21,168 +5%
FPF
15
First Pacific Financial
Washington
$22.6M 411,899 +6,619 +2%
BIA
16
Bell Investment Advisors
California
$20M 363,811 -6,878 -2%
Bank of America
17
Bank of America
North Carolina
$19.5M 355,122 +42,219 +13%
Osaic Holdings
18
Osaic Holdings
Arizona
$18.8M 341,957 +318,185 +1,338%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$18.7M 341,020 +161,047 +89%
CC
20
Callan Capital
California
$18.6M 338,814 -9,115 -3%
JWM
21
Janiczek Wealth Management
Colorado
$18.4M 335,030 -5,828 -2%
WFL
22
Wealth Forward LLC
North Dakota
$16.8M 305,551 +5,957 +2%
AI
23
Accredited Investors
Minnesota
$15.4M 280,829 -2,858 -1%
GAM
24
Gemmer Asset Management
California
$15M 273,349 +8,530 +3%
IIC
25
Ironwood Investment Counsel
Arizona
$14.7M 267,067 +46,478 +21%