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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
2
UBS Group
Switzerland
$27.4M
3
PPW
3
Pasadena Private Wealth
California
$9.51M
4
IIC
4
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
5
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
WTA
2
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
3
Tower Research Capital (TRC)
New York
$313K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$1.06M +$134K +5,734 +15%
LIM
77
Leavell Investment Management
Alabama
$1.03M +$122K +5,230 +13%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.02M -$24.9K -1,066 -2%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$1.02M -$40.6K -1,740 -4%
CA
80
Cambridge Advisors
Nebraska
$995K +$71K +3,038 +8%
Osaic Holdings
81
Osaic Holdings
Arizona
$977K +$411K +17,574 +73%
OPS
82
Orion Portfolio Solutions
Nebraska
$976K +$450K +19,258 +85%
CFO
83
CVA Family Office
Colorado
$929K -$181K -7,746 -16%
LAM
84
Lakewood Asset Management
Illinois
$924K +$924K +39,538 New
AOWM
85
Alpha Omega Wealth Management
Virginia
$882K +$1.87K +80 +0.2%
SFS
86
Solitude Financial Services
Virginia
$872K +$17.8K +760 +2%
CG
87
Colony Group
Massachusetts
$802K – – –
Goldman Sachs
88
Goldman Sachs
New York
$796K -$1.5M -64,226 -65%
HFS
89
Howard Financial Services
Texas
$762K -$5.75K -246 -0.7%
AAS
90
Avantax Advisory Services
Texas
$744K +$84.6K +3,622 +13%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$732K -$196K -8,382 -21%
TFS
92
Thoroughbred Financial Services
Tennessee
$721K -$129K -5,530 -15%
Corient Private Wealth
93
Corient Private Wealth
Florida
$704K +$704K +30,142 New
RA
94
RFG Advisory
Alabama
$690K +$690K +25,930 New
RJFSA
95
Raymond James Financial Services Advisors
Florida
$671K -$14K -598 -2%
CA
96
Cetera Advisors
Colorado
$660K +$63.2K +2,706 +11%
DP
97
DDD Partners
Washington
$657K +$1.54K +66 +0.2%
LIA
98
LBMC Investment Advisors
Tennessee
$635K +$28.2K +1,208 +5%
CPA
99
Cardiff Park Advisors
California
$574K +$2.76K +118 +0.5%
FSWA
100
Financial Synergies Wealth Advisors
Texas
$573K -$12.1K -516 -2%
2 3
4
5 6