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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

188 hedge funds and large institutions have $3.08B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+28
Holders Change %
+17.5%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
52
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$40.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.66B
3
KAS
3
Kestra Advisory Services
Texas
$5.78M
4
CWM
4
Cabot Wealth Management
Massachusetts
$3.14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.17M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$277K
2
ML
2
McAdam LLC
Pennsylvania
$12.7M
3
COF
3
Capital One Financial
Virginia
$7.43M
4
RRC
4
Relaxing Retirement Coach
Massachusetts
$688K
5
Citadel Advisors
5
Citadel Advisors
Florida
$417K
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
26
True North Advisors
Texas
$3.87M +$531K +24,750 +16%
EWA
27
Exencial Wealth Advisors
Oklahoma
$3.61M -$449K -20,930 -11%
CWM
28
Cabot Wealth Management
Massachusetts
$3.14M +$2.46M +114,866 +364%
TYCC
29
Texas Yale Capital Corp
Florida
$2.82M – – –
UBS Group
30
UBS Group
Switzerland
$2.69M +$141K +6,552 +6%
KCM
31
Kathmere Capital Management
Pennsylvania
$2.5M +$31.4K +1,462 +1%
PP
32
PrairieView Partners
Minnesota
$2.47M -$537K -25,040 -18%
OWM
33
Opes Wealth Management
California
$2.34M +$799K +37,418 +52%
WW
34
Waterfront Wealth
Kansas
$2.32M +$2.32M +108,278 New
FANJ
35
Financial Architects (New Jersey)
New Jersey
$2.27M -$473K -22,048 -17%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.17M +$2.17M +101,222 New
AA
37
Addison Advisors
Vermont
$2.07M +$2.07M +96,540 New
KLI
38
Kelman-Lazarov Inc
Tennessee
$2.05M -$23.2K -1,082 -1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.87M -$815K -37,956 -30%
SWM
40
Southern Wealth Management
Texas
$1.87M +$6.78K +316 +0.4%
ADL
41
Asset Dedication LLC
California
$1.87M -$31.5K -1,466 -2%
HWA
42
HHM Wealth Advisors
Tennessee
$1.84M -$53.6K -2,500 -3%
PWSG
43
Pacific Wealth Strategies Group
California
$1.81M +$1.81M +80,032 New
Goldman Sachs
44
Goldman Sachs
New York
$1.75M +$552K +25,738 +46%
FWM
45
Frontier Wealth Management
Missouri
$1.72M +$2.4K +112 +0.1%
RWM
46
Reston Wealth Management
Virginia
$1.51M +$28.3K +1,318 +2%
Creative Planning
47
Creative Planning
Kansas
$1.46M -$119K -5,534 -8%
FFN
48
Focus Financial Network
Minnesota
$1.42M -$242K -11,266 -15%
MWM
49
Madison Wealth Management
Ohio
$1.37M +$460K +21,444 +50%
BSW
50
Buckingham Strategic Wealth
Missouri
$1.31M -$166K -7,738 -11%
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