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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.

Holders
255
Holders Change
-17
Holders Change %
-6.25%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
26
Increased
98
Reduced
69
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
SSWG
3
Seven Springs Wealth Group
Tennessee
$4.7M
4
BIA
4
Bell Investment Advisors
California
$4.57M
5
Jane Street
5
Jane Street
New York
$3.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PWSG
2
Pacific Wealth Strategies Group
California
$2.71M
3
GW
3
GW & Wade
Massachusetts
$0
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MG
5
Mather Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AOWM
76
Alpha Omega Wealth Management
Virginia
$726K 16,047 +4,908 +44%
CWM
77
Cedar Wealth Management
California
$722K 15,963 +473 +3%
LIM
78
Leavell Investment Management
Alabama
$720K 15,922 +7,851 +97%
WFA
79
Wade Financial Advisory
California
$719K 15,879 +9,657 +155%
REMPR
80
Roof Eidam Maycock Peralta (REMP)
California
$713K 15,750 – –
LIA
81
LBMC Investment Advisors
Tennessee
$685K 15,130 +4,546 +43%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$673K 14,880 +143 +1%
OWM
83
OneAscent Wealth Management
Alabama
$666K 14,726 -1,234 -8%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$651K 14,397 -4,838 -25%
Osaic Holdings
85
Osaic Holdings
Arizona
$639K 14,130 +6,384 +82%
IIC
86
Ironwood Investment Counsel
Arizona
$629K 13,911 +1,016 +8%
FSWA
87
Financial Synergies Wealth Advisors
Texas
$573K 12,660 +229 +2%
CFA
88
Cahill Financial Advisors
Minnesota
$565K 12,485 +20 +0.2%
CPA
89
Cardiff Park Advisors
California
$551K 12,174 -171 -1%
EL
90
EMFO LLC
Florida
$548K 12,109 – –
DP
91
DDD Partners
Washington
$533K 11,769 +586 +5%
TFS
92
Thoroughbred Financial Services
Tennessee
$526K 11,633 +11,633 New
JCIA
93
Jackson Creek Investment Advisors
Colorado
$514K 10,383 +433 +4%
AF
94
Advisornet Financial
Minnesota
$507K 11,194 -1,007 -8%
CA
95
Continuum Advisory
Idaho
$488K 10,779 -134 -1%
CNWM
96
Clay Northam Wealth Management
California
$477K 10,540 – –
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$460K 10,035 -55 -0.5%
SFS
98
Solitude Financial Services
Virginia
$454K 10,024 +10,024 New
HFS
99
Howard Financial Services
Texas
$447K 9,881 +28 +0.3%
TA
100
TruWealth Advisors
Louisiana
$437K 9,660 +9,660 New
2 3
4
5 6