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Schwab Fundamental US Small Company Index ETF

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, 353 increasing their positions, 5 reducing their positions, and 32 closing their positions.

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
353
Reduced
5
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.92B 199,188,684 +100,433,280 +102%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$222M 7,468 +3,683 +97%
WA
3
Waddell & Associates
Tennessee
$77.1M 2,596,060 +1,312,970 +102%
SCM
4
Steele Capital Management
Iowa
$61.3M 2,063,680 +1,061,299 +106%
CGL
5
Clarius Group LLC
Washington
$59.2M 1,993,205 +955,574 +92%
UBS Group
6
UBS Group
Switzerland
$54.4M 1,830,814 +909,729 +99%
Ameriprise
7
Ameriprise
Minnesota
$51.9M 1,739,593 +867,410 +99%
PC
8
Prairiewood Capital
North Dakota
$43.1M 1,450,926 +765,994 +112%
Morgan Stanley
9
Morgan Stanley
New York
$39.2M 1,319,802 +644,997 +96%
TC
10
Trilogy Capital
California
$38.5M 1,297,427 +643,634 +98%
SFS
11
Solitude Financial Services
Virginia
$32M 1,076,684 +534,305 +99%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$30.9M 1,040,669 +516,043 +98%
MWP
13
Moller Wealth Partners
$29.7M 1,000,316 +471,685 +89%
IIC
14
Ironwood Investment Counsel
Arizona
$29.3M 985,457 +543,077 +123%
Cerity Partners
15
Cerity Partners
New York
$27.1M 911,712 +785,327 +621%
RCA
16
Resonant Capital Advisors
Wisconsin
$25.6M 860,541 +433,661 +102%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$25M 783,575 +395,141 +102%
FPF
18
First Pacific Financial
Washington
$24.3M 818,426 +405,387 +98%
AI
19
Accredited Investors
Minnesota
$23.4M 787,588 +447,376 +131%
Bank of America
20
Bank of America
North Carolina
$22.4M 752,567 +384,992 +105%
Osaic Holdings
21
Osaic Holdings
Arizona
$22.1M 742,679 +381,065 +105%
BIA
22
Bell Investment Advisors
California
$21.8M 734,164 +374,442 +104%
CC
23
Callan Capital
California
$19.9M 669,259 +347,296 +108%
WFL
24
Wealth Forward LLC
North Dakota
$18.5M 623,834 +306,300 +96%
AA
25
ALPS Advisors
Colorado
$18.2M 613,033 +160,898 +36%