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Schwab Fundamental US Small Company Index ETF

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
51
LPL Financial
California
$1.91M 44,819 +77 +0.2%
MG
52
Mather Group
Illinois
$1.88M 44,157 +44,157 New
Citadel Advisors
53
Citadel Advisors
Florida
$1.87M 43,899 +7,355 +20%
RWM
54
Reston Wealth Management
Virginia
$1.86M 43,799 +1,345 +3%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$1.82M 42,869 +42,869 New
PWSG
56
Pacific Wealth Strategies Group
California
$1.71M 40,153 -19,812 -33%
RF
57
RHS Financial
California
$1.6M 37,522 +7,283 +24%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.56M 36,621 +18,693 +104%
ADL
59
Asset Dedication LLC
California
$1.53M 35,951 +35,951 New
AWM
60
Apollon Wealth Management
South Carolina
$1.4M 32,981 -5,299 -14%
BSW
61
Buckingham Strategic Wealth
Missouri
$1.35M 31,821 -630 -2%
KLI
62
Kelman-Lazarov Inc
Tennessee
$1.35M 31,683
CIC
63
Cutler Investment Counsel
Oregon
$1.22M 28,766 +2,829 +11%
SEIA
64
Signature Estate & Investment Advisors
California
$1.19M 27,898 +60 +0.2%
WW
65
Waterfront Wealth
Kansas
$1.16M 24,444 -542 -2%
AWM
66
Axxcess Wealth Management
California
$1.03M 24,161 -738 -3%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.02M 23,900 -600 -2%
CFO
68
CVA Family Office
Colorado
$1.01M 23,761 +3,801 +19%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1M 23,621 +14,315 +154%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$965K 22,686 +1,252 +6%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$953K 22,411 +988 +5%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$914K 21,498 +5,748 +36%
IIC
73
Ironwood Investment Counsel
Arizona
$899K 21,157 +7,246 +52%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$844K 19,871 +5,474 +38%
CA
75
Cambridge Advisors
Nebraska
$841K 19,778 +2,767 +16%