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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.19B
2
GW
2
GW & Wade
Massachusetts
$4.07M
3
FTUS
3
Flow Traders U.S.
New York
$2.45M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$6.8M
5
PWSG
5
Pacific Wealth Strategies Group
California
$5.49M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
OMC
2
Old Mission Capital
Illinois
$416K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$45.9M
4
YAL
4
Your Advocates Ltd
Texas
$3.46M
5
FP
5
Financial Perspectives
Minnesota
$29.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$647K +$1.14K +42 +0.2%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$624K -$16.1K -614 -3%
SSC
78
Syverson Strege & Co
Iowa
$622K – – –
JCIA
79
Jackson Creek Investment Advisors
Colorado
$572K -$50.2K -1,848 -8%
GC
80
Gratus Capital
Georgia
$562K -$75.1K -2,764 -12%
FWP
81
FAS Wealth Partners
Kansas
$561K -$25K -918 -4%
DP
82
DDD Partners
Washington
$549K +$54.8K +2,018 +11%
Wells Fargo
83
Wells Fargo
California
$548K +$279K +10,268 +104%
LIA
84
LBMC Investment Advisors
Tennessee
$543K -$30.3K -1,114 -5%
WF
85
WoodTrust Financial
Wisconsin
$540K – – –
CFA
86
Carroll Financial Associates
North Carolina
$529K +$7.12K +262 +1%
IA
87
IFP Advisors
Florida
$523K +$5.39K +198 +1%
MCM
88
MAI Capital Management
Ohio
$518K +$199K +7,306 +62%
SW
89
SVB Wealth
Massachusetts
$472K +$9.95K +366 +2%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$468K +$85.1K +3,126 +22%
HFS
91
Howard Financial Services
Texas
$463K +$761 +28 +0.2%
Renaissance Technologies
92
Renaissance Technologies
New York
$462K +$462K +17,000 New
OCG
93
Opus Capital Group
Ohio
$437K -$37.2K -1,368 -8%
AWM
94
AE Wealth Management
Kansas
$428K -$472K -17,334 -52%
CW
95
CreativeOne Wealth
Kansas
$422K +$544 +20 +0.1%
SSCA
96
South Shore Capital Advisors
Massachusetts
$419K +$419K +15,424 New
OMC
97
Old Mission Capital
Illinois
$416K -$3.18M -116,922 -88%
UCFA
98
United Capital Financial Advisors
Texas
$401K +$17.3K +638 +5%
PPA
99
Parametric Portfolio Associates
Washington
$394K -$3.05K -112 -0.8%
TAM
100
Townsend Asset Management
North Carolina
$385K +$218 +8 +0.1%
2 3
4
5 6