FNDA icon

Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PMG
51
ProVise Management Group
Florida
$3.22M 66,245 -4,645 -7%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.06M 62,960 +987 +2%
VP
53
Verum Partners
North Carolina
$2.73M 56,106 +6,345 +13%
PP
54
PrairieView Partners
Minnesota
$2.48M 50,930 -883 -2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$2.44M 50,123 -733 -1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.4M 49,246 +7,970 +19%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$2.4M 49,236 +2,915 +6%
AA
58
Addison Advisors
Vermont
$2.36M 48,574
NRI
59
NFP Retirement Inc
California
$2.36M 48,464 +13,996 +41%
MG
60
Mather Group
Illinois
$2.33M 47,848
HighTower Advisors
61
HighTower Advisors
Illinois
$2.23M 45,926 +3,287 +8%
RWM
62
Reston Wealth Management
Virginia
$2.18M 44,762 -75 -0.2%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$2.16M 44,419 -7,668 -15%
RF
64
RHS Financial
California
$2.16M 44,310 +8,845 +25%
Goldman Sachs
65
Goldman Sachs
New York
$2.1M 43,055 +26,016 +153%
FTUS
66
Flow Traders U.S.
New York
$2.09M 42,969 +42,969 New
FANJ
67
Financial Architects (New Jersey)
New Jersey
$2.01M 41,374 -939 -2%
EWA
68
EP Wealth Advisors
California
$1.91M 42,255 +33,224 +368%
KAS
69
Kestra Advisory Services
Texas
$1.86M 38,183 +38,183 New
GWM
70
GSB Wealth Management
Connecticut
$1.83M 37,591 +25,731 +217%
YWM
71
Yoder Wealth Management
California
$1.8M 37,047 +37,047 New
ADL
72
Asset Dedication LLC
California
$1.61M 33,075 -1,702 -5%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.61M 32,979 -20,993 -39%
SCM
74
Sebold Capital Management
Illinois
$1.58M 32,448 -996 -3%
BSW
75
Buckingham Strategic Wealth
Missouri
$1.47M 31,422