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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.68%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
39
Increased
62
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAM
1
Gemmer Asset Management
California
$13.6M
2
OMC
2
Old Mission Capital
Illinois
$3.35M
3
CST
3
Charles Schwab Trust
Nevada
$12.8M
4
CC
4
Callan Capital
California
$8.23M
5
MWP
5
Moller Wealth Partners
$20.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.91B
2
KAS
2
Kestra Advisory Services
Texas
$0
3
RC
3
RegentAtlantic Capital
New Jersey
$4.21M
4
YAL
4
Your Advocates Ltd
Texas
$4.64M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cedar Wealth Management
California
$1.34M 26,512 -1,322 -5%
TWP
52
Treybourne Wealth Planners
Indiana
$1.31M 25,942 +290 +1%
Bank of America
53
Bank of America
North Carolina
$1.28M 25,181 -4,441 -15%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.19M 23,491 -582 -2%
SEIA
55
Signature Estate & Investment Advisors
California
$1.19M 23,391 -1,514 -6%
TA
56
Tiedemann Advisors
New York
$1.08M 21,399 +13 +0.1%
CG
57
Colony Group
Massachusetts
$977K 19,295 +3,988 +26%
CMO
58
Covenant Multifamily Offices
Texas
$970K 19,144 -3,134 -14%
AWM
59
Apollon Wealth Management
South Carolina
$956K 18,870 -2,423 -11%
AWM
60
AE Wealth Management
Kansas
$837K 16,529 +16,529 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$820K 16,192 -509 -3%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$798K 15,750 – –
FSWA
63
Financial Synergies Wealth Advisors
Texas
$771K 15,225 -1,077 -7%
TFA
64
Teamwork Financial Advisors
Texas
$732K 14,453 +14,453 New
AP
65
Adero Partners
California
$730K 14,415 -728 -5%
FVWA
66
Foster Victor Wealth Advisors
South Carolina
$684K 13,374 -2,768 -17%
AF
67
Advisornet Financial
Minnesota
$636K 12,563 +22 +0.2%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$630K 12,189 +2,215 +22%
CFO
69
CVA Family Office
Colorado
$615K 12,147 +501 +4%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$602K 11,876 -7,938 -40%
CFA
71
Cahill Financial Advisors
Minnesota
$602K 11,892 +92 +0.8%
GC
72
Gratus Capital
Georgia
$594K 11,722 -923 -7%
TIM
73
Total Investment Management
Arizona
$590K 22,820 +22,820 New
Osaic Holdings
74
Osaic Holdings
Arizona
$588K 11,621 -233 -2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$581K 11,478 -32,183 -74%
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