FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
UBS Group
Switzerland
$27.4M
3
PPW
Pasadena Private Wealth
California
$9.51M
4
IIC
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
True North Advisors
Texas
$0
2
WTA
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
Tower Research Capital (TRC)
New York
$313K
4
RCA
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
276
Kozak & Associates
Colorado
$2K – – –
AIM
277
Anchor Investment Management
South Carolina
$1.87K – – –
LC
278
Lindbrook Capital
California
$1.64K – – –
BAM
279
Belpointe Asset Management
Nevada
$1.54K +$1.54K +66 New
FWM
280
Focused Wealth Management
New York
$1.45K – – –
GT
281
Glenmede Trust
Pennsylvania
$1.4K – – –
GI
282
Gradient Investments
Minnesota
$1.36K +$1.36K +58 New
AFG
283
Albion Financial Group
Utah
$1.18K +$1.18K +50 New
S
284
SignatureFD
Georgia
$1.12K – – –
CFGS
285
Concourse Financial Group Securities
Alabama
$1.07K +$1.07K +46 New
TFA
286
Transamerica Financial Advisors
Florida
$1K – – –
RCM
287
Raleigh Capital Management
North Carolina
$867 +$46 +2 +6%
BAM
288
Byrne Asset Management
New Jersey
$701 – – –
WOSD
289
WFA of San Diego
California
$654 +$654 +28 New
GEA
290
Glen Eagle Advisors
New Jersey
$568 – – –
HPC
291
HM Payson & Co
Maine
$479 – – –
WWM
292
Wagner Wealth Management
South Carolina
$280 +$280 +12 New
CFFP
293
Center for Financial Planning
Michigan
$234 – – –
NA
294
NewEdge Advisors
Louisiana
$100 +$100 +306 New
Deutsche Bank
295
Deutsche Bank
Germany
$47 +$47 +2 New
TNA
296
True North Advisors
Texas
– -$4.08M -192,142 Closed
Citadel Advisors
297
Citadel Advisors
Florida
– -$1.87M -87,798 Closed
FTUS
298
Flow Traders U.S.
New York
– -$662K -31,120 Closed
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
– -$394K -18,538 Closed
KIA
300
KCM Investment Advisors
California
– -$367K -17,278 Closed
9 10 11
12
13