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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
22
Increased
43
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.04B
2
CGL
2
Clarius Group LLC
Washington
$31.4M
3
YAL
3
Your Advocates Ltd
Texas
$5.97M
4
AAS
4
Avantax Advisory Services
Texas
$1.78M
5
CC
5
Callan Capital
California
$3.06M

Top Sellers

1
RC
1
RegentAtlantic Capital
New Jersey
$8.07M
2
COF
2
Capital One Financial
Virginia
$7.82M
3
FSWA
3
Financial Synergies Wealth Advisors
Texas
$1.58M
4
MWP
4
Moller Wealth Partners
$13M
5
AFA
5
Arlington Financial Advisors
California
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
26
True North Advisors
Texas
$2.57M +$389K +23,544 +18%
RRC
27
Relaxing Retirement Coach
Massachusetts
$2.55M +$647K +39,234 +34%
Citadel Advisors
28
Citadel Advisors
Florida
$2.32M +$398K +24,074 +21%
PP
29
PrairieView Partners
Minnesota
$2.31M -$76.1K -4,608 -3%
TYCC
30
Texas Yale Capital Corp
Florida
$2.17M -$122K -7,400 -5%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$2.11M -$309K -18,724 -13%
SHWM
32
Silicon Hills Wealth Management
Texas
$2.07M -$49.2K -2,976 -2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.07M +$588K +35,588 +40%
UBS Group
34
UBS Group
Switzerland
$1.96M +$160K +9,654 +9%
KCM
35
Kathmere Capital Management
Pennsylvania
$1.9M +$485K +29,352 +34%
AAS
36
Avantax Advisory Services
Texas
$1.78M +$1.78M +107,638 New
KLI
37
Kelman-Lazarov Inc
Tennessee
$1.6M -$39.2K -2,370 -2%
FSWA
38
Financial Synergies Wealth Advisors
Texas
$1.58M -$1.65M -99,808 -51%
ADL
39
Asset Dedication LLC
California
$1.46M +$252K +15,242 +21%
HWA
40
HHM Wealth Advisors
Tennessee
$1.46M +$34K +2,060 +2%
SWM
41
Southern Wealth Management
Texas
$1.44M -$9.29K -562 -0.6%
FWM
42
Frontier Wealth Management
Missouri
$1.32M -$31.3K -1,894 -2%
FFN
43
Focus Financial Network
Minnesota
$1.28M -$204K -12,362 -14%
Creative Planning
44
Creative Planning
Kansas
$1.21M +$312K +18,886 +35%
OWM
45
Opes Wealth Management
California
$1.19M +$437K +26,450 +58%
RWM
46
Reston Wealth Management
Virginia
$1.14M -$7.87K -476 -0.7%
BSW
47
Buckingham Strategic Wealth
Missouri
$1.14M – – –
Goldman Sachs
48
Goldman Sachs
New York
$923K +$664K +40,154 +256%
CWM
49
Cedar Wealth Management
California
$915K -$13.5K -820 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$889K -$147K -8,920 -14%
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