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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 %
MFT
251
Moisand Fitzgerald Tamayo
Florida
$2K
PA
252
Parallel Advisors
California
$2K
CA
253
Clearstead Advisors
Ohio
$2K
TFGT
254
TS Financial Group (TSFG)
Illinois
$2K
AC
255
AlphaCore Capital
California
$2K
First Manhattan
256
First Manhattan
New York
$2K +$2K +76 New
GT
257
Glenmede Trust
Pennsylvania
$1K
HPC
258
HM Payson & Co
Maine
$1K
GWSG
259
GPS Wealth Strategies Group
Colorado
$1K
POIA
260
Pin Oak Investment Advisors
Texas
$1K
GWM
261
Geneos Wealth Management
Colorado
$1K
BAM
262
Byrne Asset Management
New Jersey
$1K +$1K +30 New
EA
263
Evolution Advisers
Virginia
$1K +$1K +64 New
KFS
264
Kelly Financial Services
Massachusetts
$693
KAS
265
Kestra Advisory Services
Texas
-$6.72M -255,278 Closed
FTUS
266
Flow Traders U.S.
New York
-$1.45M -55,128 Closed
Renaissance Technologies
267
Renaissance Technologies
New York
-$421K -16,000 Closed
CW
268
CreativeOne Wealth
Kansas
-$244K -9,274 Closed
CPIG
269
Chicago Partners Investment Group
Illinois
-$250K -8,704 Closed
RTL
270
Red Tortoise LLC
Georgia
-$158K -7,444 Closed
GRP
271
Global Retirement Partners
California
-$92K -3,500 Closed
Simplex Trading
272
Simplex Trading
Illinois
-$82K -3,016 Closed
BMD
273
Better Money Decisions
New Mexico
-$66K -2,490 Closed
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
-$64K -2,416 Closed
SFP
275
Sterling Financial Planning
New Jersey
-$46K -1,764 Closed