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Schwab Fundamental US Small Company Index ETF

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
101
Advisornet Financial
Minnesota
$486K 11,424 +230 +2%
OPS
102
Orion Portfolio Solutions
Nebraska
$479K 11,268 +2,740 +32%
CIAS
103
Capital Investment Advisory Services
North Carolina
$474K 11,141 +3,029 +37%
CNWM
104
Clay Northam Wealth Management
California
$448K 10,540
EWA
105
EP Wealth Advisors
California
$436K 10,245 +1,665 +19%
Betterment LLC
106
Betterment LLC
New York
$435K 9,604
CA
107
Continuum Advisory
Idaho
$421K 9,905 -874 -8%
OCG
108
Opus Capital Group
Ohio
$405K 9,528 +3 +0%
UCFA
109
United Capital Financial Advisors
Texas
$403K 9,489 +2,660 +39%
EL
110
EMFO LLC
Florida
$399K 9,391 -2,718 -22%
TA
111
TruWealth Advisors
Louisiana
$399K 9,388 -272 -3%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$394K 9,269 +378 +4%
SSC
113
Syverson Strege & Co
Iowa
$391K 9,197
WFA
114
Wade Financial Advisory
California
$381K 8,951 -6,928 -44%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$375K 8,574 -1,461 -15%
AP
116
Adero Partners
California
$374K 8,216 -725 -8%
TA
117
Tiedemann Advisors
New York
$371K 8,725 +22 +0.3%
KIA
118
KCM Investment Advisors
California
$367K 8,639 +8,639 New
CAM
119
Cidel Asset Management
Ontario, Canada
$365K 8,576 -170 -2%
RG
120
Retirement Group
California
$355K 8,357 -16,551 -66%
APW
121
Austin Private Wealth
Texas
$351K 8,244 +5 +0.1%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$339K 7,967 +1,770 +29%
Wells Fargo
123
Wells Fargo
California
$329K 7,748 -1,259 -14%
MA
124
Mutual Advisors
Nebraska
$325K 7,644 +7,644 New
SOS
125
Silver Oak Securities
Tennessee
$324K 6,676 +6,676 New