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Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPA
26
Shore Point Advisors
New Jersey
$6.9M 141,797 -585 -0.4%
JBA
27
Johnson Bixby & Associates
Washington
$6.82M 140,057 +10,720 +8%
Cerity Partners
28
Cerity Partners
New York
$6.64M 136,502 +22,715 +20%
IIC
29
Ironwood Investment Counsel
Arizona
$6.04M 124,198 -29,607 -19%
CFO
30
Collective Family Office
Pennsylvania
$5.99M 122,987 +19,465 +19%
SSWG
31
Seven Springs Wealth Group
Tennessee
$5.94M 122,142 +3,677 +3%
SS
32
Sound Stewardship
Kansas
$5.89M 120,945 +5,744 +5%
CST
33
Charles Schwab Trust
Nevada
$5.68M 116,688 +15,998 +16%
BCI
34
Brinker Capital Investments
Pennsylvania
$5.46M 112,274 +26,277 +31%
OPS
35
Orion Portfolio Solutions
Nebraska
$5.46M 112,274 +91,377 +437%
RWA
36
Rainsberger Wealth Advisors
Colorado
$5.46M 112,084 +1,569 +1%
EWA
37
Exencial Wealth Advisors
Oklahoma
$5.45M 111,888 -10,027 -8%
LWM
38
Liberty Wealth Management
California
$5.16M 102,965 +102,965 New
YAL
39
Your Advocates Ltd
Texas
$5.16M 105,930 +835 +0.8%
OWM
40
Opes Wealth Management
California
$5.11M 105,041 -7,293 -6%
PAG
41
Private Advisor Group
New Jersey
$4.77M 98,030 -2,329 -2%
Creative Planning
42
Creative Planning
Kansas
$4.76M 97,823 +28,180 +40%
HWA
43
HHM Wealth Advisors
Tennessee
$4.51M 92,592 +3,609 +4%
SAG
44
SageView Advisory Group
California
$4.42M 90,745 -6,207 -6%
LPL Financial
45
LPL Financial
California
$4.09M 84,055 +15,048 +22%
CWM
46
Cabot Wealth Management
Massachusetts
$3.97M 81,542 +15 +0%
Stifel Financial
47
Stifel Financial
Missouri
$3.5M 71,932 +6,270 +10%
AI
48
Accredited Investors
Minnesota
$3.45M 70,970 +58,701 +478%
Betterment LLC
49
Betterment LLC
New York
$3.45M 70,838 +60,624 +594%
TYCC
50
Texas Yale Capital Corp
Florida
$3.25M 66,800