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Schwab Fundamental US Small Company Index ETF

303 hedge funds and large institutions have $5.31B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+10
Holders Change %
+3.41%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
39
Increased
119
Reduced
73
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
226
Luken Investment Analytics
Tennessee
$33.7K
SIM
227
Studio Investment Management
Illinois
$32.4K
SPIA
228
Steward Partners Investment Advisory
New York
$29K
FP
229
Financial Perspectives
Minnesota
$27.4K
BC
230
Bartlett & Co
Ohio
$25K
BCWM
231
Bartlett & Co Wealth Management
Ohio
$24.5K
AF
232
Allworth Financial
California
$20.3K
IRC
233
Investors Research Corp
Georgia
$19.5K
HI
234
Harbour Investments
Wisconsin
$18.7K +$1.46K +58 +9%
ME
235
McIlrath & Eck
Washington
$18K -$2.78K -110 -13%
SF
236
Safeguard Financial
Wisconsin
$18K +$18K +728 New
SWM
237
Spire Wealth Management
Virginia
$17K -$70.1K -2,782 -80%
CCM
238
Chilton Capital Management
Texas
$16.8K
GWSA
239
Global Wealth Strategies & Associates
Colorado
$16.2K -$959 -38 -6%
PO
240
Private Ocean
California
$15.4K +$15.4K +610 New
LFG
241
Larson Financial Group
Missouri
$14.8K -$40.6K -1,610 -73%
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$14.2K
Qube Research & Technologies (QRT)
243
Qube Research & Technologies (QRT)
United Kingdom
$13.4K +$13.4K +378 New
SIS
244
Sound Income Strategies
Florida
$13.3K -$23.2K -920 -64%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2K +$13.2K +522 New
HS
246
Horan Securities
United States
$13K -$505 -20 -4%
NC
247
NewSquare Capital
Pennsylvania
$12.9K +$12.9K +510 New
GWANC
248
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.2K
AC
249
AlphaCore Capital
California
$12.2K +$959 +38 +9%
ATC
250
Adirondack Trust Company
New York
$11K