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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.

Holders
255
Holders Change
-17
Holders Change %
-6.25%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
26
Increased
98
Reduced
69
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
SSWG
3
Seven Springs Wealth Group
Tennessee
$4.7M
4
BIA
4
Bell Investment Advisors
California
$4.57M
5
Jane Street
5
Jane Street
New York
$3.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PWSG
2
Pacific Wealth Strategies Group
California
$2.71M
3
GW
3
GW & Wade
Massachusetts
$0
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MG
5
Mather Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
26
Rainsberger Wealth Advisors
Colorado
$5.17M 114,215 +982 +0.9%
OWM
27
Opes Wealth Management
California
$4.94M 109,088 +3,615 +3%
WTA
28
Washington Trust Advisors
Massachusetts
$4.92M 108,817 +10,159 +10%
SSWG
29
Seven Springs Wealth Group
Tennessee
$4.7M 103,771 +103,771 New
BIA
30
Bell Investment Advisors
California
$4.57M 100,883 +100,883 New
TNA
31
True North Advisors
Texas
$4.28M 94,493 -2,248 -2%
BCI
32
Brinker Capital Investments
Pennsylvania
$4.1M 90,699 -6,824 -7%
Jane Street
33
Jane Street
New York
$3.9M 86,271 +86,271 New
MWM
34
Madison Wealth Management
Ohio
$3.82M 84,515 +1,608 +2%
CWM
35
Cabot Wealth Management
Massachusetts
$3.81M 84,159 +3,744 +5%
FTUS
36
Flow Traders U.S.
New York
$3.53M 78,020 +33,792 +76%
CFO
37
Collective Family Office
Pennsylvania
$3.43M 75,685 +23,412 +45%
Mariner
38
Mariner
Kansas
$3.4M 75,178 +7,139 +10%
MIAN
39
Mariner Independent Advisor Network
Kansas
$3.03M 66,889 +66,889 New
Creative Planning
40
Creative Planning
Kansas
$3M 66,223 +7,338 +12%
TYCC
41
Texas Yale Capital Corp
Florida
$2.97M 65,700 – –
PWSG
42
Pacific Wealth Strategies Group
California
$2.71M 59,965 -65,262 -52%
Stifel Financial
43
Stifel Financial
Missouri
$2.71M 59,960 +783 +1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.71M 59,954 +2,704 +5%
PP
45
PrairieView Partners
Minnesota
$2.48M 54,838 +3,090 +6%
HWA
46
HHM Wealth Advisors
Tennessee
$2.46M 54,269 +7 +0%
RC
47
RegentAtlantic Capital
New Jersey
$2.32M 51,153 -1,896 -4%
YAL
48
Your Advocates Ltd
Texas
$2.28M 50,344 -10,873 -18%
Bank of America
49
Bank of America
North Carolina
$2.22M 49,027 -15,375 -24%
AA
50
Addison Advisors
Vermont
$2.21M 48,902 +10 +0%
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