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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
2
UBS Group
Switzerland
$27.4M
3
PPW
3
Pasadena Private Wealth
California
$9.51M
4
IIC
4
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
5
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
WTA
2
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
3
Tower Research Capital (TRC)
New York
$313K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$6.39M +$2.47M +105,614 +63%
JBA
27
Johnson Bixby & Associates
Washington
$6.04M +$357K +15,274 +6%
EWA
28
Exencial Wealth Advisors
Oklahoma
$5.7M -$758K -32,444 -12%
SSWG
29
Seven Springs Wealth Group
Tennessee
$5.53M +$263K +11,272 +5%
SS
30
Sound Stewardship
Kansas
$5.38M +$5.38M +230,402 New
Cerity Partners
31
Cerity Partners
New York
$5.32M +$4.71M +201,666 +778%
OWM
32
Opes Wealth Management
California
$5.25M -$51.3K -2,198 -1%
RWA
33
Rainsberger Wealth Advisors
Colorado
$5.16M -$103K -4,404 -2%
YAL
34
Your Advocates Ltd
Texas
$4.91M +$1.75M +74,862 +55%
CFO
35
Collective Family Office
Pennsylvania
$4.84M +$1.35M +57,578 +39%
CST
36
Charles Schwab Trust
Nevada
$4.7M +$1.27M +54,448 +37%
SAG
37
SageView Advisory Group
California
$4.53M +$4.53M +193,904 New
Bank of America
38
Bank of America
North Carolina
$4.4M +$2.16M +92,606 +97%
HWA
39
HHM Wealth Advisors
Tennessee
$4.16M +$812K +34,760 +24%
BCI
40
Brinker Capital Investments
Pennsylvania
$4.02M +$401K +17,148 +11%
PAG
41
Private Advisor Group
New Jersey
$3.86M +$3.86M +200,718 New
CWM
42
Cabot Wealth Management
Massachusetts
$3.81M +$209K +8,966 +6%
PMG
43
ProVise Management Group
Florida
$3.31M -$1.83M -78,232 -36%
Creative Planning
44
Creative Planning
Kansas
$3.25M -$69.1K -2,956 -2%
LPL Financial
45
LPL Financial
California
$3.22M +$1.13M +48,376 +54%
TYCC
46
Texas Yale Capital Corp
Florida
$3.12M +$51.4K +2,200 +2%
Stifel Financial
47
Stifel Financial
Missouri
$3.07M +$16.5K +706 +0.5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.9M -$696K -29,784 -19%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.52M -$191K -8,172 -7%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$2.43M -$22.1K -948 -0.9%
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