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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.

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

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
2
Stifel Financial
Missouri
$776K
3
DWM
3
Dechtman Wealth Management
Colorado
$1.25M
4
HP
4
Hilltop Partners
Indiana
$3.4M
5
ML
5
McAdam LLC
Pennsylvania
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.88B 98,755,404 +1,108,150 +1%
WA
2
Waddell & Associates
Tennessee
$76.4M 1,283,090 +29,296 +2%
CGL
3
Clarius Group LLC
Washington
$61.8M 1,037,631 -9,685 -0.9%
SCM
4
Steele Capital Management
Iowa
$59.7M 1,002,381 +26,525 +3%
UBS Group
5
UBS Group
Switzerland
$54.9M 921,085 +434,428 +89%
Ameriprise
6
Ameriprise
Minnesota
$51.9M 872,183 -21,581 -2%
PC
7
Prairiewood Capital
North Dakota
$40.8M 684,932 +49,389 +8%
Morgan Stanley
8
Morgan Stanley
New York
$40.2M 674,805 -18,171 -3%
TC
9
Trilogy Capital
California
$38.9M 653,793 +20,549 +3%
SFS
10
Solitude Financial Services
Virginia
$32.3M 542,379 +4,341 +0.8%
MWP
11
Moller Wealth Partners
$31.5M 528,631 -3,379 -0.6%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$31.3M 524,626 +5,666 +1%
AA
13
ALPS Advisors
Colorado
$26.9M 452,135 -6,375 -1%
IIC
14
Ironwood Investment Counsel
Arizona
$26.4M 442,380 +175,313 +66%
RCA
15
Resonant Capital Advisors
Wisconsin
$25.4M 426,880 +9,810 +2%
FPF
16
First Pacific Financial
Washington
$24.6M 413,039 +1,140 +0.3%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$23.1M 388,434 +47,414 +14%
Bank of America
18
Bank of America
North Carolina
$21.9M 367,575 +12,453 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$21.5M 361,614 +19,657 +6%
BIA
20
Bell Investment Advisors
California
$21.4M 359,722 -4,089 -1%
AI
21
Accredited Investors
Minnesota
$20.3M 340,212 +59,383 +21%
CC
22
Callan Capital
California
$19.2M 321,963 -16,851 -5%
WFL
23
Wealth Forward LLC
North Dakota
$18.9M 317,534 +11,983 +4%
SA
24
Sanctuary Advisors
Indiana
$16.9M 529,857 +290,220 +121%
GAM
25
Gemmer Asset Management
California
$16.8M 281,602 +8,253 +3%
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