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Schwab Fundamental US Small Company Index ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AP
301
Adero Partners
California
-$374K -16,432 Closed
SOS
302
Silver Oak Securities
Tennessee
-$324K -13,352 Closed
AWM
303
AE Wealth Management
Kansas
-$283K -13,332 Closed
Jane Street
304
Jane Street
New York
-$272K -12,790 Closed
CGPCS
305
Capital Group Private Client Services
California
-$238K -11,210 Closed
HI
306
Hudock Inc
Pennsylvania
-$27K -1,304 Closed
MA
307
MUFG Americas
New York
-$26K -1,240 Closed
CTC
308
Central Trust Company
Missouri
-$18K -824 Closed
AIP
309
Almanack Investment Partners
Pennsylvania
-$16K -762 Closed
TWA
310
TCI Wealth Advisors
Arizona
-$12K -548 Closed
OFG
311
Oxford Financial Group
Indiana
-$9K -428 Closed
TAM
312
Tucker Asset Management
Colorado
-$9.2K -384 Closed
IWP
313
IAG Wealth Partners
Wisconsin
-$4K -198 Closed
TC
314
Truvestments Capital
Florida
-$3K -128 Closed
CAAS
315
Capital Asset Advisory Services
Michigan
-$3K -122 Closed
RDFA
316
Ritter Daniher Financial Advisory
Ohio
-$2K -102 Closed
ODG
317
O'Dell Group
Ohio
-$2K -96 Closed
HGERS
318
Householder Group Estate & Retirement Specialist
Arizona
-$1K -88 Closed
GWSG
319
GPS Wealth Strategies Group
Colorado
-$1K -32 Closed