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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.

Holders
255
Holders Change
-17
Holders Change %
-6.25%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
26
Increased
98
Reduced
69
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
SSWG
3
Seven Springs Wealth Group
Tennessee
$4.7M
4
BIA
4
Bell Investment Advisors
California
$4.57M
5
Jane Street
5
Jane Street
New York
$3.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PWSG
2
Pacific Wealth Strategies Group
California
$2.71M
3
GW
3
GW & Wade
Massachusetts
$0
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MG
5
Mather Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$2.13M 47,037 +6,914 +17%
LPL Financial
52
LPL Financial
California
$2.03M 44,742 -19,576 -30%
RWM
53
Reston Wealth Management
Virginia
$1.92M 42,454 -749 -2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.83M 40,478 +20,362 +101%
FWM
55
Frontier Wealth Management
Missouri
$1.76M 38,879 -16 -0%
AWM
56
Apollon Wealth Management
South Carolina
$1.73M 38,280 +11,783 +44%
Citadel Advisors
57
Citadel Advisors
Florida
$1.65M 36,544 +28,517 +355%
BSW
58
Buckingham Strategic Wealth
Missouri
$1.47M 32,451 +368 +1%
KLI
59
Kelman-Lazarov Inc
Tennessee
$1.43M 31,683 -1,002 -3%
RF
60
RHS Financial
California
$1.37M 30,239 +18,882 +166%
SEIA
61
Signature Estate & Investment Advisors
California
$1.26M 27,838 +830 +3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.26M 27,730 +2,097 +8%
CIC
63
Cutler Investment Counsel
Oregon
$1.17M 25,937 +141 +0.5%
WW
64
Waterfront Wealth
Kansas
$1.13M 24,986 -290 -1%
AWM
65
Axxcess Wealth Management
California
$1.13M 24,899 -2,237 -8%
RG
66
Retirement Group
California
$1.13M 24,908 +8,243 +49%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.11M 24,500 +20,300 +483%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$970K 21,434 +3,006 +16%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$969K 21,423 +2,591 +14%
EWM
70
Empirical Wealth Management
Washington
$923K 20,395 +6,282 +45%
CFO
71
CVA Family Office
Colorado
$903K 19,960 +1 +0%
HighTower Advisors
72
HighTower Advisors
Illinois
$807K 17,928 -1,206 -6%
CG
73
Colony Group
Massachusetts
$777K 17,176 – –
CA
74
Cambridge Advisors
Nebraska
$770K 17,011 +7,704 +83%
AAS
75
Avantax Advisory Services
Texas
$745K 16,460 +10,733 +187%
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