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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
55
Increased
89
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.47B
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$6.4M
3
Cerity Partners
3
Cerity Partners
New York
$6.58M
4
Ameriprise
4
Ameriprise
Minnesota
$19.5M
5
CGL
5
Clarius Group LLC
Washington
$56.5M

Top Sellers

1
CST
1
Charles Schwab Trust
Nevada
$556K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
SWM
3
Southern Wealth Management
Texas
$342K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
Exencial Wealth Advisors
Oklahoma
$6.4M +$6.4M +230,090 New
BCI
27
Brinker Capital Investments
Pennsylvania
$6.36M -$460K -16,562 -7%
OWM
28
Opes Wealth Management
California
$6.07M +$771K +27,734 +15%
TNA
29
True North Advisors
Texas
$5.66M +$62.4K +2,246 +1%
WTA
30
Washington Trust Advisors
Massachusetts
$5.24M +$5.24M +188,314 New
MFW
31
Meristem Family Wealth
Minnesota
$4.69M – – –
Bank of America
32
Bank of America
North Carolina
$4.54M -$43.7K -1,572 -1%
CWM
33
Cabot Wealth Management
Massachusetts
$4.39M -$21.6K -778 -0.5%
UBS Group
34
UBS Group
Switzerland
$4.13M +$174K +6,260 +4%
MWM
35
Madison Wealth Management
Ohio
$4M +$430K +15,466 +12%
LPL Financial
36
LPL Financial
California
$3.98M +$984K +35,386 +33%
RC
37
RegentAtlantic Capital
New Jersey
$3.71M -$102K -3,676 -3%
TYCC
38
Texas Yale Capital Corp
Florida
$3.65M – – –
YAL
39
Your Advocates Ltd
Texas
$3.5M -$46.5K -1,672 -1%
HWA
40
HHM Wealth Advisors
Tennessee
$2.99M +$392K +14,106 +15%
PP
41
PrairieView Partners
Minnesota
$2.93M -$50.2K -1,806 -2%
BIA
42
Bell Investment Advisors
California
$2.82M +$398K +14,318 +16%
Creative Planning
43
Creative Planning
Kansas
$2.78M +$5.06K +182 +0.2%
RWM
44
Reston Wealth Management
Virginia
$2.76M +$601K +21,628 +28%
Mariner
45
Mariner
Kansas
$2.73M +$110K +3,962 +4%
AA
46
Addison Advisors
Vermont
$2.72M – – –
FANJ
47
Financial Architects (New Jersey)
New Jersey
$2.59M -$18.1K -650 -0.7%
Goldman Sachs
48
Goldman Sachs
New York
$2.28M +$2.28M +81,846 New
FWM
49
Frontier Wealth Management
Missouri
$2.21M +$6.62K +238 +0.3%
ADL
50
Asset Dedication LLC
California
$2.2M +$15.5K +556 +0.7%
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