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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

303 hedge funds and large institutions have $5.31B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 73 reducing their positions, and 27 closing their positions.

Holders
303
Holders Change
+10
Holders Change %
+3.41%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
39
Increased
119
Reduced
73
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.56B
2
Morgan Stanley
2
Morgan Stanley
New York
$37.9M
3
CAM
3
Cresset Asset Management
Illinois
$5.52M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$10.3M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$10.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.4M
2
PPW
2
Pasadena Private Wealth
California
$0
3
LWM
3
Liberty Wealth Management
California
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$210K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
76
Solitude Financial Services
Virginia
$1.34M +$109K +4,340 +9%
FFN
77
Focus Financial Network
Minnesota
$1.29M -$2.78K -110 -0.2%
LAM
78
Lakewood Asset Management
Illinois
$1.25M +$17.1K +676 +1%
EWM
79
Empirical Wealth Management
Washington
$1.25M +$129K +5,122 +12%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$1.24M +$37.6K +1,490 +3%
LIM
81
Leavell Investment Management
Alabama
$1.24M +$66.1K +2,620 +6%
SEIA
82
Signature Estate & Investment Advisors
California
$1.18M -$29K -1,152 -2%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.17M +$90.8K +3,598 +8%
CA
84
Cambridge Advisors
Nebraska
$1.16M +$57.6K +2,284 +5%
WTA
85
Washington Trust Advisors
Massachusetts
$1.15M +$1.31K +52 +0.1%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$1.14M +$21K +832 +2%
AWM
87
Axxcess Wealth Management
California
$1.14M -$29.3K -1,160 -3%
APW
88
Austin Private Wealth
Texas
$1.11M -$45.8K -1,816 -4%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$1.09M +$563K +22,314 +106%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.06M +$280K +11,112 +36%
AOWM
91
Alpha Omega Wealth Management
Virginia
$1.02M +$36.7K +1,456 +4%
CA
92
Cetera Advisors
Colorado
$996K +$74.1K +2,936 +8%
VC
93
Vicus Capital
Pennsylvania
$959K +$338K +13,410 +55%
AAS
94
Avantax Advisory Services
Texas
$945K +$111K +4,400 +13%
SFA
95
Sequoia Financial Advisors
Ohio
$940K +$617K +24,440 +191%
FFA
96
Farther Finance Advisors
California
$923K -$82.6K -3,274 -8%
FTUS
97
Flow Traders U.S.
New York
$899K -$1.27M -50,280 -59%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$897K +$5.75K +228 +0.6%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$849K +$211K +8,374 +33%
HFS
100
Howard Financial Services
Texas
$828K +$2.78K +110 +0.3%
2 3
4
5 6