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Schwab Fundamental US Small Company Index ETF

266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
55
Increased
89
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
226
WestHill Financial Advisors
California
$6K
RF
227
Robbins Farley
New Hampshire
$6K
AAP
228
Arax Advisory Partners
Colorado
$6K +$6K +226 New
DAM
229
Delta Asset Management
Tennessee
$5K -$10.8K -350 -68%
SIC
230
Salem Investment Counselors
North Carolina
$5K
TFS
231
TrustCore Financial Services
Tennessee
$5K
VCM
232
Versant Capital Management
Arizona
$5K
TF
233
TimeScale Financial
Massachusetts
$5K
RDFA
234
Ritter Daniher Financial Advisory
Ohio
$5K +$5K +182 New
FCG
235
Financial Connections Group
California
$5K +$5K +196 New
BFC
236
Bedel Financial Consulting
Indiana
$4K -$22.5K -820 -85%
MHR
237
Matthew Hamilton Rosenberg
$4K
CFCI
238
Comprehensive Financial Consultants Institutional
Indiana
$4K +$4K +152 New
BW
239
Bison Wealth
Georgia
$3K -$25.9K -968 -90%
ODG
240
O'Dell Group
Ohio
$3K
MSFP
241
Mark Sheptoff Financial Planning
Connecticut
$3K
CAAS
242
Capital Asset Advisory Services
Michigan
$3K
KA
243
Kozak & Associates
Colorado
$3K
TFP
244
Tilia Fiduciary Partners
North Carolina
$3K +$3K +92 New
CWP
245
Concord Wealth Partners
Virginia
$3K +$3K +110 New
TC
246
TAP Consulting
Missouri
$3K +$3K +112 New
TIM
247
Tortoise Investment Management
New York
$3K +$3K +118 New
AIM
248
Anchor Investment Management
South Carolina
$2.22K
CA
249
Clearstead Advisors
Ohio
$2K
TFGT
250
TS Financial Group (TSFG)
Illinois
$2K