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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
UBS Group
Switzerland
$27.4M
3
PPW
Pasadena Private Wealth
California
$9.51M
4
IIC
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
True North Advisors
Texas
$0
2
WTA
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
Tower Research Capital (TRC)
New York
$313K
4
RCA
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
226
McIlrath & Eck
Washington
$16.7K – – –
GWSA
227
Global Wealth Strategies & Associates
Colorado
$15K +$15K +644 New
SIC
228
Salem Investment Counselors
North Carolina
$15K +$11.2K +478 +291%
HBW
229
Hazlett, Burt & Watson
West Virginia
$14K +$9.92K +438 +243%
FWP
230
FAS Wealth Partners
Kansas
$13.6K +$47 +2 +0.3%
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$13.3K – – –
HI
232
Harbour Investments
Wisconsin
$12K -$327 -14 -3%
HS
233
Horan Securities
United States
$12K – – –
ACA
234
Aptus Capital Advisors
Alabama
$11.3K – – –
GWANC
235
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.3K – – –
CA
236
Clearstead Advisors
Ohio
$10.7K – – –
AC
237
AlphaCore Capital
California
$10.4K – – –
Qube Research & Technologies (QRT)
238
Qube Research & Technologies (QRT)
United Kingdom
$10.2K +$1.73K +74 +20%
BTI
239
Blue Trust Inc
Georgia
$10K -$28.9K -1,388 -74%
FMP
240
Financial Management Professionals
Texas
$10K +$7.71K +324 +338%
ACA
241
Atlas Capital Advisors
Wyoming
$9.95K – – –
LWP
242
Laurel Wealth Planning
Minnesota
$9.58K – – –
ATC
243
Adirondack Trust Company
New York
$9.58K – – –
CCMI
244
Creative Capital Management Investments
California
$9K +$9K +372 New
WT
245
Washington Trust
Rhode Island
$8.41K – – –
JFA
246
JNBA Financial Advisors
Minnesota
$8.27K – – –
BCMLT
247
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.13K +$8.13K +348 New
HFS
248
Hantz Financial Services
Michigan
$8K -$626 -28 -7%
FA
249
Fiduciary Alliance
South Carolina
$7.94K +$7.94K +340 New
BWM
250
BerganKDV Wealth Management
Minnesota
$7.83K +$4.52K +194 +137%
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