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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.56B
2
Morgan Stanley
2
Morgan Stanley
New York
$37.9M
3
CAM
3
Cresset Asset Management
Illinois
$5.52M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$10.3M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$10.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.4M
2
PPW
2
Pasadena Private Wealth
California
$0
3
LWM
3
Liberty Wealth Management
California
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$210K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
326
Tortoise Investment Management
New York
– -$2.87K -118 Closed
BFPW
327
BOK Financial Private Wealth
Colorado
– -$2.73K -112 Closed
CIA
328
Cascade Investment Advisors
Oregon
– -$2.24K -92 Closed
BlackRock
329
BlackRock
New York
– -$1.61K -66 Closed
BAM
330
Belpointe Asset Management
Nevada
– -$351 -14 Closed
10 11 12 13
14