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Schwab Fundamental US Small Company Index ETF

266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
55
Increased
89
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
76
Cardiff Park Advisors
California
$686K +$686K +24,672 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$681K +$22.1K +796 +3%
AF
78
Advisornet Financial
Minnesota
$678K -$25.5K -916 -4%
CA
79
Continuum Advisory
Idaho
$657K +$50.9K +1,832 +8%
CFA
80
Cahill Financial Advisors
Minnesota
$653K +$19.1K +686 +3%
AP
81
Adero Partners
California
$630K -$14.9K -536 -2%
CNWM
82
Clay Northam Wealth Management
California
$606K +$606K +21,780 New
LIA
83
LBMC Investment Advisors
Tennessee
$589K +$506K +18,168 +606%
DP
84
DDD Partners
Washington
$587K +$20.9K +752 +4%
PCA
85
Personal Capital Advisors
California
$587K +$318K +11,574 +118%
Wells Fargo
86
Wells Fargo
California
$583K +$111K +4,004 +24%
AOWM
87
Alpha Omega Wealth Management
Virginia
$582K +$103K +3,734 +22%
TA
88
Tiedemann Advisors
New York
$571K +$2.45K +88 +0.4%
IA
89
IFP Advisors
Florida
$567K -$107K -3,826 -16%
Osaic Holdings
90
Osaic Holdings
Arizona
$566K -$119K -4,276 -17%
SIM
91
Studio Investment Management
Illinois
$566K +$22.6K +814 +4%
JCIA
92
Jackson Creek Investment Advisors
Colorado
$560K -$14.4K -518 -3%
CST
93
Charles Schwab Trust
Nevada
$556K -$13.6M -490,586 -96%
WF
94
WoodTrust Financial
Wisconsin
$552K
HFS
95
Howard Financial Services
Texas
$548K +$66.5K +2,388 +14%
LIM
96
Leavell Investment Management
Alabama
$540K +$35.6K +1,280 +7%
AWM
97
AE Wealth Management
Kansas
$525K +$45.8K +1,650 +10%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$523K +$20.3K +778 +4%
OCG
99
Opus Capital Group
Ohio
$522K +$74.6K +2,684 +17%
CAM
100
Cidel Asset Management
Ontario, Canada
$518K +$518K +18,628 New