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Schwab Fundamental US Small Company Index ETF

303 hedge funds and large institutions have $5.31B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+10
Holders Change %
+3.41%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
39
Increased
119
Reduced
73
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
276
Geneos Wealth Management
Colorado
$3.08K
SMA
277
Sage Mountain Advisors
Georgia
$3.03K +$3.03K +120 New
CA
278
Clearstead Advisors
Ohio
$2.88K
CWP
279
Concord Wealth Partners
Virginia
$2.83K
SWA
280
SOA Wealth Advisors
New York
$2.78K
CSWM
281
Cassady Schiller Wealth Management
Ohio
$2.78K
GEA
282
Glen Eagle Advisors
New Jersey
$2.68K +$50 +2 +2%
MSFP
283
Mark Sheptoff Financial Planning
Connecticut
$2.62K
KA
284
Kozak & Associates
Colorado
$2.44K
MFT
285
Moisand Fitzgerald Tamayo
Florida
$2.22K
AIM
286
Anchor Investment Management
South Carolina
$2.02K
FMP
287
Financial Management Professionals
Texas
$2K
FCAS
288
First Command Advisory Services
Texas
$1.87K
LC
289
Lindbrook Capital
California
$1.77K
SFC
290
SYM Financial Corp
Indiana
$1.72K +$1.72K +68 New
GT
291
Glenmede Trust
Pennsylvania
$1.46K
IPW
292
Impact Partnership Wealth
Georgia
$1.21K +$1.21K +48 New
PFM
293
Phillips Financial Management
Indiana
$1.01K +$1.01K +40 New
TFA
294
Transamerica Financial Advisors
Florida
$1K
BAM
295
Byrne Asset Management
New Jersey
$1K
RCM
296
Raleigh Capital Management
North Carolina
$943
GWSG
297
GPS Wealth Strategies Group
Colorado
$807
WOSD
298
WFA of San Diego
California
$707 +$707 +28 New
WWM
299
Wagner Wealth Management
South Carolina
$555 +$50 +2 +10%
HPC
300
HM Payson & Co
Maine
$521