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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.

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 Market Value Shares Shares
Change
Shares
Change %
EW
301
Evoke Wealth
California
-5,105 Closed
MPW
302
MGO Private Wealth
California
-5,048 Closed
USCWA
303
U.S. Capital Wealth Advisors
Texas
-1,250 Closed
EI
304
Ellevest Inc
New York
-1,201 Closed
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
-651 Closed
CWC
306
Carolinas Wealth Consulting
North Carolina
-418 Closed
HBW
307
Hazlett, Burt & Watson
West Virginia
-309 Closed
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
-219 Closed
LWP
309
Laurel Wealth Planning
Minnesota
-205 Closed
BCMLT
310
Beacon Capital Management LLC (Tennessee)
Tennessee
-174 Closed
FA
311
Fiduciary Alliance
South Carolina
-170 Closed
GIA
312
GHP Investment Advisors
Colorado
-116 Closed
WFA
313
WestHill Financial Advisors
California
-86 Closed
AAP
314
Arax Advisory Partners
Colorado
-78 Closed
TCA
315
Trifecta Capital Advisors
Illinois
-68 Closed
FWM
316
Focused Wealth Management
New York
-31 Closed
GI
317
Gradient Investments
Minnesota
-29 Closed
AFG
318
Albion Financial Group
Utah
-25 Closed
CFGS
319
Concourse Financial Group Securities
Alabama
-23 Closed
WOSD
320
WFA of San Diego
California
-14 Closed
Deutsche Bank
321
Deutsche Bank
Germany
-1 Closed