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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
76
Solitude Financial Services
Virginia
$1.41M +$122K +5,030 +9%
ADL
77
Asset Dedication LLC
California
$1.39M -$18.7K -770 -1%
WW
78
Waterfront Wealth
Kansas
$1.37M +$87.6K +3,804 +7%
TNA
79
True North Advisors
Texas
$1.37M -$258K -10,658 -16%
DWM
80
Dechtman Wealth Management
Colorado
$1.37M +$1.04M +42,880 +316%
CIC
81
Cutler Investment Counsel
Oregon
$1.32M +$4.99K +206 +0.4%
Betterment LLC
82
Betterment LLC
New York
$1.3M -$1.83M -75,326 -58%
LAM
83
Lakewood Asset Management
Illinois
$1.27M +$68.6K +2,830 +6%
LIM
84
Leavell Investment Management
Alabama
$1.24M +$50K +2,060 +4%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$1.24M +$143K +5,918 +13%
KFS
86
Kaizen Financial Strategies
California
$1.23M +$1.23M +50,778 New
CA
87
Cambridge Advisors
Nebraska
$1.2M +$88.2K +3,636 +8%
AOWM
88
Alpha Omega Wealth Management
Virginia
$1.12M +$136K +5,600 +14%
SEIA
89
Signature Estate & Investment Advisors
California
$1.11M -$16.6K -684 -1%
AWM
90
Axxcess Wealth Management
California
$1.08M -$11.3K -464 -1%
FFN
91
Focus Financial Network
Minnesota
$1.07M -$162K -6,696 -13%
APW
92
Austin Private Wealth
Texas
$1.06M -$6.74K -278 -0.6%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$1.01M -$40.4K -1,668 -4%
EWM
94
Empirical Wealth Management
Washington
$999K -$201K -8,282 -17%
Citadel Advisors
95
Citadel Advisors
Florida
$987K +$987K +40,718 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$976K +$114K +4,696 +13%
CA
97
Cetera Advisors
Colorado
$972K +$14.1K +582 +1%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$948K -$71.2K -2,938 -7%
SFA
99
Sequoia Financial Advisors
Ohio
$936K +$33.1K +1,366 +4%
Corient Private Wealth
100
Corient Private Wealth
Florida
$912K +$152K +6,258 +20%