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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.68%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
39
Increased
62
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAM
1
Gemmer Asset Management
California
$13.6M
2
OMC
2
Old Mission Capital
Illinois
$3.35M
3
CST
3
Charles Schwab Trust
Nevada
$12.8M
4
CC
4
Callan Capital
California
$8.23M
5
MWP
5
Moller Wealth Partners
$20.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.91B
2
KAS
2
Kestra Advisory Services
Texas
$0
3
RC
3
RegentAtlantic Capital
New Jersey
$4.21M
4
YAL
4
Your Advocates Ltd
Texas
$4.64M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TNA
26
True North Advisors
Texas
$4.43M 87,364 -2,883 -3%
KCM
27
Kathmere Capital Management
Pennsylvania
$4.24M 83,762 +25,436 +44%
RC
28
RegentAtlantic Capital
New Jersey
$4.21M 83,094 -105,323 -56%
CWM
29
Cabot Wealth Management
Massachusetts
$3.94M 77,800 +4,593 +6%
OWM
30
Opes Wealth Management
California
$3.93M 77,529 +22,762 +42%
UBS Group
31
UBS Group
Switzerland
$3.39M 66,848 +4,151 +7%
OMC
32
Old Mission Capital
Illinois
$3.35M 66,115 +66,115 New
PWSG
33
Pacific Wealth Strategies Group
California
$3.33M 65,746 +25,730 +64%
TYCC
34
Texas Yale Capital Corp
Florida
$3.33M 65,700 – –
PP
35
PrairieView Partners
Minnesota
$2.81M 55,479 -1,958 -3%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$2.54M 50,223 -2,673 -5%
HWA
37
HHM Wealth Advisors
Tennessee
$2.43M 48,025 +5,195 +12%
KLI
38
Kelman-Lazarov Inc
Tennessee
$2.41M 47,573 -152 -0.3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.31M 45,660 -4,951 -10%
MWM
40
Madison Wealth Management
Ohio
$2.26M 44,673 +12,669 +40%
SWM
41
Southern Wealth Management
Texas
$2.22M 43,729 +80 +0.2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.11M 41,628 +37,768 +978%
FWM
43
Frontier Wealth Management
Missouri
$2.03M 40,099 -10 -0%
ADL
44
Asset Dedication LLC
California
$1.91M 37,783 -5,726 -13%
RWM
45
Reston Wealth Management
Virginia
$1.75M 34,527 -626 -2%
Mariner
46
Mariner
Kansas
$1.68M 33,139 +13,535 +69%
WW
47
Waterfront Wealth
Kansas
$1.62M 31,571 -22,568 -42%
Creative Planning
48
Creative Planning
Kansas
$1.62M 31,964 -1,935 -6%
BSW
49
Buckingham Strategic Wealth
Missouri
$1.55M 30,648 +160 +0.5%
LPL Financial
50
LPL Financial
California
$1.49M 29,429 +8,724 +42%
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