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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 %
LFA
251
Level Financial Advisors
New York
$1K +$1K +32 New
GEA
252
Glen Eagle Advisors
New Jersey
$545 – – –
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$182 +$38 +1,656 +27%
OMC
254
Old Mission Capital
Illinois
– -$4.23M -158,126 Closed
GW
255
GW & Wade
Massachusetts
– -$2.54M -95,034 Closed
FANJ
256
Financial Architects (New Jersey)
New Jersey
– -$2.42M -90,364 Closed
MG
257
Mather Group
Illinois
– -$2.07M -77,482 Closed
ADL
258
Asset Dedication LLC
California
– -$2.04M -76,432 Closed
WF
259
WoodTrust Financial
Wisconsin
– -$530K -19,844 Closed
STA
260
Summit Trail Advisors
New York
– -$358K -16,890 Closed
JCM
261
Jag Capital Management
Missouri
– -$285K -11,248 Closed
Fisher Asset Management
262
Fisher Asset Management
Washington
– -$271K -10,120 Closed
IC
263
IEQ Capital
California
– -$262K -9,806 Closed
AWM
264
AE Wealth Management
Kansas
– -$259K -9,690 Closed
GC
265
Gratus Capital
Georgia
– -$250K -9,368 Closed
JIC
266
Johnson Investment Counsel
Ohio
– -$234K -8,746 Closed
AWS
267
Atria Wealth Solutions
New York
– -$230K -8,606 Closed
HG
268
Harbor Group
New Hampshire
– -$222K -8,322 Closed
PIMG
269
Patriot Investment Management Group
Tennessee
– -$220K -8,256 Closed
HWM
270
HB Wealth Management
Georgia
– -$220K -8,244 Closed
SWP
271
Strategic Wealth Partners
Ohio
– -$206K -7,700 Closed
FFA
272
Freedman Financial Associates
Massachusetts
– -$82K -3,056 Closed
MFA
273
McClarren Financial Advisors
Pennsylvania
– -$39K -1,464 Closed
LSA
274
Lansing Street Advisors
Pennsylvania
– -$30K -1,152 Closed
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
– -$29K -1,078 Closed
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