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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.

Holders
255
Holders Change
-17
Holders Change %
-6.25%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
26
Increased
98
Reduced
69
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
SSWG
3
Seven Springs Wealth Group
Tennessee
$4.7M
4
BIA
4
Bell Investment Advisors
California
$4.57M
5
Jane Street
5
Jane Street
New York
$3.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PWSG
2
Pacific Wealth Strategies Group
California
$2.71M
3
GW
3
GW & Wade
Massachusetts
$0
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MG
5
Mather Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
101
Betterment LLC
New York
$435K 9,604 +1,792 +23%
OCG
102
Opus Capital Group
Ohio
$431K 9,525 +132 +1%
IA
103
IFP Advisors
Florida
$427K 10,505 – –
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$425K 9,395 +2,647 +39%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$422K 9,306 +2,093 +29%
SSC
106
Syverson Strege & Co
Iowa
$416K 9,197 – –
CST
107
Charles Schwab Trust
Nevada
$411K 9,083 +1,145 +14%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$410K 8,891 -3,724 -30%
Wells Fargo
109
Wells Fargo
California
$408K 9,007 +2,019 +29%
AP
110
Adero Partners
California
$403K 8,941 -44 -0.5%
MCM
111
MAI Capital Management
Ohio
$396K 8,757 -610 -7%
CAM
112
Cidel Asset Management
Ontario, Canada
$396K 8,746 -328 -4%
TA
113
Tiedemann Advisors
New York
$394K 8,703 -1,576 -15%
DWT
114
Dorsey & Whitney Trust
South Dakota
$392K 8,670 +2,150 +33%
EWA
115
EP Wealth Advisors
California
$388K 8,580 -761 -8%
OPS
116
Orion Portfolio Solutions
Nebraska
$386K 8,528 -1,009 -11%
APW
117
Austin Private Wealth
Texas
$373K 8,239 +3,245 +65%
CIAS
118
Capital Investment Advisory Services
North Carolina
$367K 8,112 – –
TAM
119
Townsend Asset Management
North Carolina
$332K 7,327 +236 +3%
PCA
120
Personal Capital Advisors
California
$315K 6,964 -197 -3%
RDWM
121
Red Door Wealth Management
Tennessee
$314K 6,947 – –
MML Investors Services
122
MML Investors Services
Massachusetts
$311K 6,862 +3,041 +80%
UCFA
123
United Capital Financial Advisors
Texas
$309K 6,829 +128 +2%
AP
124
Appleton Partners
Massachusetts
$286K 6,324 -664 -10%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$280K 6,197 -565 -8%
3 4
5
6 7