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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 %
EWM
251
Endurance Wealth Management
Rhode Island
$6K
JFA
252
JNBA Financial Advisors
Minnesota
$5.94K -$2.68K -110 -31%
RF
253
Robbins Farley
New Hampshire
$5.65K
HCM
254
Hollencrest Capital Management
California
$5.4K
TFP
255
Tilia Fiduciary Partners
North Carolina
$4.61K +$1.41K +58 +44%
S
256
SignatureFD
Georgia
$4.28K +$3.12K +128 +267%
TCWA
257
Ten Capital Wealth Advisors
Washington
$4.23K
TF
258
TimeScale Financial
Massachusetts
$4.19K
BWM
259
BerganKDV Wealth Management
Minnesota
$4.13K -$4.04K -166 -49%
CAL
260
Capital Analysts LLC
Pennsylvania
$4K
DAM
261
Delta Asset Management
Tennessee
$3.94K
BWL
262
Bogart Wealth LLC
Virginia
$3.89K -$49 -2 -1%
SIS
263
Strategic Investment Solutions
Illinois
$3.89K +$3.89K +160 New
MHR
264
Matthew Hamilton Rosenberg
$3.8K
GWM
265
Geneos Wealth Management
Colorado
$2.97K
TIM
266
Tortoise Investment Management
New York
$2.87K
CA
267
Clearstead Advisors
Ohio
$2.78K -$8.33K -342 -75%
BFPW
268
BOK Financial Private Wealth
Colorado
$2.73K +$2.73K +112 New
CWP
269
Concord Wealth Partners
Virginia
$2.72K
CSWM
270
Cassady Schiller Wealth Management
Ohio
$2.68K
SWA
271
SOA Wealth Advisors
New York
$2.68K
GEA
272
Glen Eagle Advisors
New Jersey
$2.57K +$1.99K +82 +342%
MSFP
273
Mark Sheptoff Financial Planning
Connecticut
$2.53K
KA
274
Kozak & Associates
Colorado
$2.34K
CIA
275
Cascade Investment Advisors
Oregon
$2.24K +$2.24K +92 New