FNDA icon

Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KLI
76
Kelman-Lazarov Inc
Tennessee
$1.47M 30,129 -53 -0.2%
CIC
77
Cutler Investment Counsel
Oregon
$1.32M 27,027 +2,176 +9%
AWM
78
Apollon Wealth Management
South Carolina
$1.28M 26,288 +102 +0.4%
FFN
79
Focus Financial Network
Minnesota
$1.24M 25,564 +25,564 New
LAM
80
Lakewood Asset Management
Illinois
$1.19M 24,470 +4,701 +24%
SFS
81
Solitude Financial Services
Virginia
$1.19M 24,394 +5,733 +31%
WW
82
Waterfront Wealth
Kansas
$1.16M 23,936 -355 -1%
SEIA
83
Signature Estate & Investment Advisors
California
$1.16M 23,896 -1,628 -6%
LIM
84
Leavell Investment Management
Alabama
$1.13M 23,287 +1,235 +6%
AWM
85
Axxcess Wealth Management
California
$1.13M 23,153 -117 -0.5%
APW
86
Austin Private Wealth
Texas
$1.12M 22,961 -315 -1%
WTA
87
Washington Trust Advisors
Massachusetts
$1.11M 22,857 -474 -2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$1.08M 22,216 +400 +2%
EWM
89
Empirical Wealth Management
Washington
$1.08M 22,191 -418 -2%
CA
90
Cambridge Advisors
Nebraska
$1.07M 21,883 +586 +3%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$1.06M 21,719 +12,445 +134%
Osaic Holdings
92
Osaic Holdings
Arizona
$1.04M 21,409 +513 +2%
FFA
93
Farther Finance Advisors
California
$970K 19,940 -2,987 -13%
AOWM
94
Alpha Omega Wealth Management
Virginia
$952K 19,556 +667 +4%
CA
95
Cetera Advisors
Colorado
$890K 18,280 +4,150 +29%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$860K 17,663 -4,215 -19%
Corient Private Wealth
97
Corient Private Wealth
Florida
$847K 17,399 +2,328 +15%
Wells Fargo
98
Wells Fargo
California
$837K 17,206 +9,834 +133%
AAS
99
Avantax Advisory Services
Texas
$804K 16,527 +597 +4%
HFS
100
Howard Financial Services
Texas
$796K 16,354 +43 +0.3%