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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.19B
2
GW
2
GW & Wade
Massachusetts
$4.07M
3
FTUS
3
Flow Traders U.S.
New York
$2.45M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$6.8M
5
PWSG
5
Pacific Wealth Strategies Group
California
$5.49M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
OMC
2
Old Mission Capital
Illinois
$416K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$45.9M
4
YAL
4
Your Advocates Ltd
Texas
$3.46M
5
FP
5
Financial Perspectives
Minnesota
$29.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$4.38M +$152K +5,592 +4%
OWM
27
Opes Wealth Management
California
$4.29M +$72.1K +2,650 +2%
GW
28
GW & Wade
Massachusetts
$4.07M +$4.07M +149,460 New
RC
29
RegentAtlantic Capital
New Jersey
$3.91M -$608K -22,362 -13%
UBS Group
30
UBS Group
Switzerland
$3.78M +$143K +5,268 +4%
TYCC
31
Texas Yale Capital Corp
Florida
$3.57M – – –
YAL
32
Your Advocates Ltd
Texas
$3.46M -$1.53M -56,220 -31%
MWM
33
Madison Wealth Management
Ohio
$3.25M +$819K +30,110 +34%
PP
34
PrairieView Partners
Minnesota
$2.97M -$43.7K -1,606 -1%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$2.7M -$28.6K -1,050 -1%
AA
36
Addison Advisors
Vermont
$2.67M +$2.67M +98,000 New
HWA
37
HHM Wealth Advisors
Tennessee
$2.6M -$14.3K -524 -0.5%
FTUS
38
Flow Traders U.S.
New York
$2.45M +$2.45M +90,016 New
SWM
39
Southern Wealth Management
Texas
$2.35M +$13.2K +494 +0.6%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.24M +$1.75M +64,306 +359%
ADL
41
Asset Dedication LLC
California
$2.2M +$149K +5,468 +7%
Creative Planning
42
Creative Planning
Kansas
$2.2M +$463K +17,026 +27%
FWM
43
Frontier Wealth Management
Missouri
$2.17M -$15.5K -570 -0.7%
KLI
44
Kelman-Lazarov Inc
Tennessee
$2.08M -$506K -18,622 -20%
RWM
45
Reston Wealth Management
Virginia
$2.06M +$183K +6,732 +10%
Mariner
46
Mariner
Kansas
$1.95M +$150K +5,504 +8%
LPL Financial
47
LPL Financial
California
$1.75M +$145K +5,346 +9%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.69M -$789K -29,016 -32%
BSW
49
Buckingham Strategic Wealth
Missouri
$1.68M +$14.8K +544 +0.9%
WW
50
Waterfront Wealth
Kansas
$1.67M -$47.7K -1,752 -3%
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