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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 %
MFT
276
Moisand Fitzgerald Tamayo
Florida
$2.14K
FMP
277
Financial Management Professionals
Texas
$2K -$7.33K -330 -79%
AIM
278
Anchor Investment Management
South Carolina
$1.95K
FCAS
279
First Command Advisory Services
Texas
$1.8K -$11.6K -478 -87%
LC
280
Lindbrook Capital
California
$1.7K
JHCP
281
Jackson Hole Capital Partners
Oklahoma
$1.66K +$1.66K +68 New
BlackRock
282
BlackRock
New York
$1.61K -$21.9K -900 -93%
GT
283
Glenmede Trust
Pennsylvania
$1.46K
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$1.16K +$399 +16,428 +52%
TFA
285
Transamerica Financial Advisors
Florida
$1K
BAM
286
Byrne Asset Management
New Jersey
$1K
RCM
287
Raleigh Capital Management
North Carolina
$906
GWSG
288
GPS Wealth Strategies Group
Colorado
$779 +$779 +32 New
HPC
289
HM Payson & Co
Maine
$501
WWM
290
Wagner Wealth Management
South Carolina
$487 +$195 +8 +67%
BAM
291
Belpointe Asset Management
Nevada
$351 -$1.3K -52 -79%
CFFP
292
Center for Financial Planning
Michigan
$244
CCMI
293
Creative Capital Management Investments
California
$146 -$8.91K -366 -98%
PWSG
294
Pacific Wealth Strategies Group
California
-$1.72M -73,804 Closed
SIMG
295
Sonora Investment Management Group
Arizona
-$363K -15,536 Closed
Renaissance Technologies
296
Renaissance Technologies
New York
-$360K -15,400 Closed
WG
297
Welch Group
Alabama
-$264K -11,318 Closed
Brown Advisory
298
Brown Advisory
Maryland
-$249K -10,680 Closed
LCM
299
Liberty Capital Management
Michigan
-$245K -10,494 Closed
CCA
300
Cobblestone Capital Advisors
New York
-$243K -10,400 Closed