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Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
226
Blue Trust Inc
Georgia
$23K +$11.6K +486 +101%
ME
227
McIlrath & Eck
Washington
$20.1K +$2.68K +110 +15%
AF
228
Allworth Financial
California
$19.6K
IRC
229
Investors Research Corp
Georgia
$18.8K +$1.17K +48 +7%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$17K -$32K -1,326 -65%
GWSA
231
Global Wealth Strategies & Associates
Colorado
$16.6K +$925 +38 +6%
HI
232
Harbour Investments
Wisconsin
$16.6K +$4.09K +168 +33%
CCM
233
Chilton Capital Management
Texas
$16.2K +$16.2K +666 New
FWP
234
FAS Wealth Partners
Kansas
$14.2K +$49 +2 +0.3%
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$13.2K
HS
236
Horan Securities
United States
$13K +$487 +20 +4%
ACA
237
Aptus Capital Advisors
Alabama
$11.7K
GWANC
238
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.7K
AC
239
AlphaCore Capital
California
$10.8K
ACA
240
Atlas Capital Advisors
Wyoming
$10.4K
PCMC
241
Private Capital Management (Colorado)
Colorado
$10.3K +$10.3K +424 New
ATC
242
Adirondack Trust Company
New York
$9.98K
BHWM
243
Beaird Harris Wealth Management
Texas
$9.39K -$172K -7,070 -95%
WT
244
Washington Trust
Rhode Island
$8.76K
HFS
245
Hantz Financial Services
Michigan
$8K -$473 -20 -6%
NA
246
NewEdge Advisors
Louisiana
$7.06K -$390 -16 -5%
HGERS
247
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7K +290 New
KFI
248
Key Financial Inc
Pennsylvania
$6.81K
AWM
249
Abound Wealth Management
Tennessee
$6.63K
LWA
250
Lowe Wealth Advisors
Maryland
$6.38K