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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
2
UBS Group
Switzerland
$27.4M
3
PPW
3
Pasadena Private Wealth
California
$9.51M
4
IIC
4
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
5
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
WTA
2
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
3
Tower Research Capital (TRC)
New York
$313K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Accredited Investors
Minnesota
$573K +$342K +14,652 +148%
CFA
102
Cahill Financial Advisors
Minnesota
$572K -$16.3K -698 -3%
IA
103
IFP Advisors
Florida
$568K -$38.2K -1,892 -6%
VC
104
Vicus Capital
Pennsylvania
$563K +$563K +24,082 New
JCIA
105
Jackson Creek Investment Advisors
Colorado
$559K +$14.6K +626 +3%
GWM
106
GSB Wealth Management
Connecticut
$554K +$554K +23,720 New
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$552K +$552K +23,626 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$550K +$3.83K +164 +0.7%
DWT
109
Dorsey & Whitney Trust
South Dakota
$533K +$533K +22,822 New
TCM
110
Tandem Capital Management
New Jersey
$530K +$530K +22,700 New
AF
111
Advisornet Financial
Minnesota
$528K -$5.84K -250 -1%
OWM
112
OneAscent Wealth Management
Alabama
$512K -$60.3K -2,580 -11%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$493K +$355K +15,226 +258%
CNWM
114
Clay Northam Wealth Management
California
$478K -$14K -600 -3%
Betterment LLC
115
Betterment LLC
New York
$477K +$28.5K +1,220 +6%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$473K +$101K +4,330 +27%
CA
117
Continuum Advisory
Idaho
$468K +$5.37K +230 +1%
TA
118
TruWealth Advisors
Louisiana
$452K +$13.7K +588 +3%
CIAS
119
Capital Investment Advisory Services
North Carolina
$450K -$70.1K -3,000 -13%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$433K +$120K +5,156 +39%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$433K -$556 -22 -0.1%
WFA
122
Wade Financial Advisory
California
$429K +$10.7K +456 +3%
WRPWM
123
Werba Rubin Papier Wealth Management
California
$423K +$423K +18,104 New
EWA
124
EP Wealth Advisors
California
$422K -$56.7K -2,428 -12%
TA
125
Tiedemann Advisors
New York
$409K +$1.4K +60 +0.3%
3 4
5
6 7