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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B
2
CST
2
Charles Schwab Trust
Nevada
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$19.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.31M
5
WA
5
Waddell & Associates
Tennessee
$50.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$550K
2
Jane Street
2
Jane Street
New York
$272K
3
FTUS
3
Flow Traders U.S.
New York
$662K
4
CC
4
Callan Capital
California
$12.3M
5
UBS Group
5
UBS Group
Switzerland
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
26
Rainsberger Wealth Advisors
Colorado
$4.79M 112,717 -1,498 -1%
MWM
27
Madison Wealth Management
Ohio
$4.7M 110,537 +26,022 +31%
PMG
28
ProVise Management Group
Florida
$4.68M 110,006 -7,673 -7%
WTA
29
Washington Trust Advisors
Massachusetts
$4.44M 104,444 -4,373 -4%
TNA
30
True North Advisors
Texas
$4.08M 96,071 +1,578 +2%
Mariner
31
Mariner
Kansas
$3.57M 83,953 +8,775 +12%
UBS Group
32
UBS Group
Switzerland
$3.54M 83,306 -47,881 -36%
BCI
33
Brinker Capital Investments
Pennsylvania
$3.29M 77,423 -13,276 -15%
CWM
34
Cabot Wealth Management
Massachusetts
$3.28M 77,044 -7,115 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.27M 76,865 +36,387 +90%
CFO
36
Collective Family Office
Pennsylvania
$3.18M 74,733 -952 -1%
CST
37
Charles Schwab Trust
Nevada
$3.12M 73,466 +64,383 +709%
HWA
38
HHM Wealth Advisors
Tennessee
$3.05M 71,603 +17,334 +32%
Creative Planning
39
Creative Planning
Kansas
$3.02M 71,121 +4,898 +7%
YAL
40
Your Advocates Ltd
Texas
$2.88M 67,664 +17,320 +34%
MIAN
41
Mariner Independent Advisor Network
Kansas
$2.86M 67,229 +340 +0.5%
TYCC
42
Texas Yale Capital Corp
Florida
$2.79M 65,700 – –
Stifel Financial
43
Stifel Financial
Missouri
$2.78M 65,309 +5,349 +9%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.47M 58,058 -1,896 -3%
TRCT
45
Tower Research Capital (TRC)
New York
$2.31M 54,285 +50,849 +1,480%
PP
46
PrairieView Partners
Minnesota
$2.25M 52,947 -1,891 -3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$2.24M 52,561 +24,831 +90%
Goldman Sachs
48
Goldman Sachs
New York
$2.09M 49,152 +2,115 +4%
AA
49
Addison Advisors
Vermont
$2.08M 48,882 -20 -0%
Bank of America
50
Bank of America
North Carolina
$2.04M 47,975 -1,052 -2%
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