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Schwab Fundamental US Small Company Index ETF

266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
55
Increased
89
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MG
51
Mather Group
Illinois
$2.18M +$2.18M +78,300 New
OMC
52
Old Mission Capital
Illinois
$2.14M +$2.14M +77,116 New
KLI
53
Kelman-Lazarov Inc
Tennessee
$1.82M -$18.2K -654 -1%
BSW
54
Buckingham Strategic Wealth
Missouri
$1.77M +$30.6K +1,102 +2%
AWM
55
Axxcess Wealth Management
California
$1.53M +$1.53M +55,090 New
SEIA
56
Signature Estate & Investment Advisors
California
$1.48M +$24.4K +878 +2%
WW
57
Waterfront Wealth
Kansas
$1.43M -$215K -7,718 -13%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.38M +$699K +25,122 +102%
Citadel Advisors
59
Citadel Advisors
Florida
$1.31M -$602K -21,654 -32%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$1.27M +$797K +28,662 +168%
HighTower Advisors
61
HighTower Advisors
Illinois
$1.2M -$1.27M -45,718 -51%
CWM
62
Cedar Wealth Management
California
$1.12M -$24.5K -880 -2%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$1.04M -$52.8K -1,900 -5%
AWM
64
Apollon Wealth Management
South Carolina
$1.02M +$24.7K +888 +2%
CFO
65
Collective Family Office
Pennsylvania
$974K +$974K +35,036 New
CG
66
Colony Group
Massachusetts
$955K -$7.12K -256 -0.7%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$947K -$92.8K -3,340 -9%
CFO
68
CVA Family Office
Colorado
$943K +$295K +10,628 +46%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$934K +$214K +7,714 +30%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$877K +$1.11K +40 +0.1%
RG
71
Retirement Group
California
$851K +$32.1K +1,154 +4%
IIC
72
Ironwood Investment Counsel
Arizona
$849K +$849K +30,558 New
EL
73
EMFO LLC
Florida
$712K
FSWA
74
Financial Synergies Wealth Advisors
Texas
$698K -$87.5K -3,148 -11%
OPS
75
Orion Portfolio Solutions
Nebraska
$695K +$50.3K +1,810 +8%