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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B
2
CST
2
Charles Schwab Trust
Nevada
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$19.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.31M
5
WA
5
Waddell & Associates
Tennessee
$50.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$550K
2
Jane Street
2
Jane Street
New York
$272K
3
FTUS
3
Flow Traders U.S.
New York
$662K
4
CC
4
Callan Capital
California
$12.3M
5
UBS Group
5
UBS Group
Switzerland
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$205 4,402 +452 +11%
MCM
252
MAI Capital Management
Ohio
– – -8,757 Closed
DWT
253
Dorsey & Whitney Trust
South Dakota
– – -8,670 Closed
JPMPWA
254
J.P. Morgan Private Wealth Advisors
California
– – -5,948 Closed
RSWM
255
Robertson Stephens Wealth Management
California
– – -5,445 Closed
WG
256
Welch Group
Alabama
– – -5,416 Closed
CP
257
Camelot Portfolios
Ohio
– – -5,388 Closed
CAM
258
Cresset Asset Management
Illinois
– – -5,170 Closed
DAS
259
Dynamic Advisor Solutions
Arizona
– – -4,553 Closed
PCMK
260
Paragon Capital Management (Kansas)
Kansas
– – -4,539 Closed
BJL
261
Brighton Jones LLC
Washington
– – -4,412 Closed
TPA
262
Trivium Point Advisory
Connecticut
– – -4,378 Closed
BMD
263
Better Money Decisions
New Mexico
– – -1,245 Closed
AA
264
Ancora Advisors
Ohio
– – -536 Closed
CCM
265
Chilton Capital Management
Texas
– – -383 Closed
CA
266
CoreCap Advisors
Michigan
– – -261 Closed
LF
267
Lee Financial
Texas
– – -134 Closed
JWBC
268
John W. Brooker & Co
California
– – -111 Closed
SAM
269
Strategic Asset Management
Minnesota
– – -95 Closed
FCB
270
First Command Bank
Texas
– – -74 Closed
FCFS
271
First Command Financial Services
Texas
– – -74 Closed
First Manhattan
272
First Manhattan
New York
$0 8 -72 -90%
CWP
273
Concord Wealth Partners
Virginia
– – -55 Closed
FCG
274
Financial Connections Group
California
– – -39 Closed
LFA
275
Level Financial Advisors
New York
– – -16 Closed
8 9 10
11
12