FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
2
UBS Group
Switzerland
$27.4M
3
PPW
3
Pasadena Private Wealth
California
$9.51M
4
IIC
4
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
5
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
WTA
2
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
3
Tower Research Capital (TRC)
New York
$313K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
51
PrairieView Partners
Minnesota
$2.42M -$53K -2,268 -2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.38M +$2.38M +101,712 New
VP
53
Verum Partners
North Carolina
$2.32M +$2.32M +99,522 New
AA
54
Addison Advisors
Vermont
$2.27M -$14.4K -616 -0.6%
MG
55
Mather Group
Illinois
$2.24M +$172K +7,382 +8%
REMPR
56
Roof Eidam Maycock Peralta (REMP)
California
$2.16M +$1.16M +49,646 +115%
RWM
57
Reston Wealth Management
Virginia
$2.09M +$48.5K +2,076 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.99M +$281K +12,036 +16%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$1.98M -$26K -1,112 -1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$825K +35,310 +75%
PWSG
61
Pacific Wealth Strategies Group
California
$1.72M -$152K -6,502 -8%
RF
62
RHS Financial
California
$1.66M -$96.1K -4,114 -5%
ADL
63
Asset Dedication LLC
California
$1.63M -$54.9K -2,348 -3%
NRI
64
NFP Retirement Inc
California
$1.61M +$1.61M +68,936 New
SCM
65
Sebold Capital Management
Illinois
$1.56M +$1.56M +66,888 New
BSW
66
Buckingham Strategic Wealth
Missouri
$1.47M -$18.6K -798 -1%
KLI
67
Kelman-Lazarov Inc
Tennessee
$1.41M -$70.1K -3,002 -5%
WW
68
Waterfront Wealth
Kansas
$1.24M -$7.83K -306 -0.6%
AWM
69
Apollon Wealth Management
South Carolina
$1.22M -$317K -13,590 -21%
SEIA
70
Signature Estate & Investment Advisors
California
$1.19M -$111K -4,748 -9%
CIC
71
Cutler Investment Counsel
Oregon
$1.16M -$183K -7,830 -14%
WTA
72
Washington Trust Advisors
Massachusetts
$1.09M -$3.79M -162,226 -78%
APW
73
Austin Private Wealth
Texas
$1.09M +$702K +30,064 +182%
AWM
74
Axxcess Wealth Management
California
$1.09M -$41.6K -1,782 -4%
FFA
75
Farther Finance Advisors
California
$1.07M +$1.07M +45,854 New
1 2
3
4 5