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Schwab Fundamental US Small Company Index ETF

266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
55
Increased
89
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
101
MAI Capital Management
Ohio
$516K -$11.8K -426 -2%
SSC
102
Syverson Strege & Co
Iowa
$511K -$124K -4,468 -20%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$508K +$283K +10,214 +126%
UCFA
104
United Capital Financial Advisors
Texas
$505K +$37.2K +1,338 +8%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$482K -$68.1K -2,448 -12%
EWM
106
Empirical Wealth Management
Washington
$468K +$127K +4,576 +37%
CIAS
107
Capital Investment Advisory Services
North Carolina
$451K +$451K +16,224 New
CA
108
Cambridge Advisors
Nebraska
$436K +$48.9K +1,760 +13%
MWM
109
Merriman Wealth Management
Washington
$426K +$426K +15,312 New
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$421K +$65K +2,336 +18%
TAM
111
Townsend Asset Management
North Carolina
$394K +$500 +18 +0.1%
AP
112
Appleton Partners
Massachusetts
$391K +$4.06K +146 +1%
RSWM
113
Robertson Stephens Wealth Management
California
$388K +$33.2K +1,198 +9%
HG
114
Harbor Group
New Hampshire
$376K -$14.8K -532 -4%
EWA
115
EP Wealth Advisors
California
$372K +$154K +5,528 +71%
PPA
116
Parametric Portfolio Associates
Washington
$364K -$20.3K -730 -5%
APW
117
Austin Private Wealth
Texas
$360K -$67.4K -2,426 -16%
TRCT
118
Tower Research Capital (TRC)
New York
$349K +$342K +12,310 +4,924%
MFC
119
Morris Financial Concepts
South Carolina
$345K +$345K +12,408 New
SWM
120
Southern Wealth Management
Texas
$342K -$2.16M -77,770 -86%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$341K +$65.1K +2,340 +24%
FVWA
122
Foster Victor Wealth Advisors
South Carolina
$339K -$348K -12,590 -51%
FWP
123
FAS Wealth Partners
Kansas
$339K -$66.9K -2,406 -16%
CP
124
Camelot Portfolios
Ohio
$337K +$31.6K +1,138 +10%
WFA
125
Wade Financial Advisory
California
$334K