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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.

Holders
255
Holders Change
-17
Holders Change %
-6.25%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
26
Increased
98
Reduced
69
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
SSWG
3
Seven Springs Wealth Group
Tennessee
$4.7M
4
Jane Street
4
Jane Street
New York
$3.9M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$3.03M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PWSG
2
Pacific Wealth Strategies Group
California
$2.71M
3
GW
3
GW & Wade
Massachusetts
$0
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MG
5
Mather Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
226
First Command Advisory Services
Texas
$3K -$8.7K -348 -74%
FCB
227
First Command Bank
Texas
$3K -$2.96K -146 -50%
FCFS
228
First Command Financial Services
Texas
$3K -$2.96K -146 -50%
TIM
229
Tortoise Investment Management
New York
$3K – – –
First Manhattan
230
First Manhattan
New York
$3K – – –
BWM
231
BerganKDV Wealth Management
Minnesota
$3K – – –
CAAS
232
Capital Asset Advisory Services
Michigan
$3K – – –
TFA
233
Transamerica Financial Advisors
Florida
$3K +$3K +100 New
TC
234
Truvestments Capital
Florida
$3K +$3K +128 New
RDFA
235
Ritter Daniher Financial Advisory
Ohio
$2K – – –
MSFP
236
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
CWP
237
Concord Wealth Partners
Virginia
$2K – – –
SWA
238
SOA Wealth Advisors
New York
$2K – – –
ODG
239
O'Dell Group
Ohio
$2K – – –
KA
240
Kozak & Associates
Colorado
$2K – – –
FMP
241
Financial Management Professionals
Texas
$2K +$444 +20 +29%
MFT
242
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +88 New
AIM
243
Anchor Investment Management
South Carolina
$1.81K – – –
FCG
244
Financial Connections Group
California
$1K -$77 -6 -7%
GWSG
245
GPS Wealth Strategies Group
Colorado
$1K – – –
GT
246
Glenmede Trust
Pennsylvania
$1K – – –
RCM
247
Raleigh Capital Management
North Carolina
$1K – – –
FWM
248
Focused Wealth Management
New York
$1K – – –
BAM
249
Byrne Asset Management
New Jersey
$1K – – –
WOSD
250
WFA of San Diego
California
$1K +$1K +28 New
8 9
10
11 12