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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B
2
CST
2
Charles Schwab Trust
Nevada
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$19.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.31M
5
WA
5
Waddell & Associates
Tennessee
$50.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$550K
2
Jane Street
2
Jane Street
New York
$272K
3
FTUS
3
Flow Traders U.S.
New York
$662K
4
CC
4
Callan Capital
California
$12.3M
5
UBS Group
5
UBS Group
Switzerland
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$839K 19,742 -653 -3%
LIM
77
Leavell Investment Management
Alabama
$826K 19,437 +3,515 +22%
AOWM
78
Alpha Omega Wealth Management
Virginia
$801K 18,849 +2,802 +17%
SFS
79
Solitude Financial Services
Virginia
$777K 18,281 +8,257 +82%
TFS
80
Thoroughbred Financial Services
Tennessee
$774K 18,207 +6,574 +57%
CG
81
Colony Group
Massachusetts
$730K 17,176 – –
HFS
82
Howard Financial Services
Texas
$699K 16,434 +6,553 +66%
CWM
83
Cedar Wealth Management
California
$692K 16,265 +302 +2%
FTUS
84
Flow Traders U.S.
New York
$662K 15,560 -62,460 -80%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$623K 14,662 -218 -1%
IA
86
IFP Advisors
Florida
$606K 15,003 +4,498 +43%
AAS
87
Avantax Advisory Services
Texas
$600K 14,119 -2,341 -14%
DP
88
DDD Partners
Washington
$596K 14,027 +2,258 +19%
RC
89
RegentAtlantic Capital
New Jersey
$584K 13,729 -37,424 -73%
LIA
90
LBMC Investment Advisors
Tennessee
$552K 12,983 -2,147 -14%
Cerity Partners
91
Cerity Partners
New York
$550K 12,954 -103,174 -89%
CA
92
Cetera Advisors
Colorado
$543K 12,777 +12,777 New
CFA
93
Cahill Financial Advisors
Minnesota
$536K 12,599 +114 +0.9%
FSWA
94
Financial Synergies Wealth Advisors
Texas
$533K 12,531 -129 -1%
5L
95
55I LLC
Massachusetts
$526K 12,370 +12,370 New
OWM
96
OneAscent Wealth Management
Alabama
$520K 12,240 -2,486 -17%
CPA
97
Cardiff Park Advisors
California
$520K 12,219 +45 +0.4%
Osaic Holdings
98
Osaic Holdings
Arizona
$515K 12,109 -2,021 -14%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$497K 11,689 +2,294 +24%
JCIA
100
Jackson Creek Investment Advisors
Colorado
$496K 11,658 +1,275 +12%
2 3
4
5 6