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Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFO
101
CVA Family Office
Colorado
$783K 16,088 -3,800 -19%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$753K 15,462 +1,099 +8%
TFS
103
Thoroughbred Financial Services
Tennessee
$723K 14,874 -568 -4%
DP
104
DDD Partners
Washington
$718K 14,752 +692 +5%
TAM
105
Townsend Asset Management
North Carolina
$715K 14,696 +7,655 +109%
LIA
106
LBMC Investment Advisors
Tennessee
$661K 13,587
NSG
107
Nalls Sherbakoff Group
Tennessee
$620K 12,976 +12,976 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$615K 12,635 +864 +7%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$613K 12,600 +2,468 +24%
CFA
110
Cahill Financial Advisors
Minnesota
$610K 12,535 +285 +2%
CG
111
Colony Group
Massachusetts
$604K 12,417 -4,759 -28%
CPA
112
Cardiff Park Advisors
California
$599K 12,311 +33 +0.3%
VC
113
Vicus Capital
Pennsylvania
$599K 12,301 +260 +2%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$597K 12,270 -3 -0%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$591K 12,143 +330 +3%
JCIA
116
Jackson Creek Investment Advisors
Colorado
$577K 11,847 -124 -1%
RA
117
RFG Advisory
Alabama
$575K 11,813 -1,152 -9%
DWT
118
Dorsey & Whitney Trust
South Dakota
$555K 11,411
AF
119
Advisornet Financial
Minnesota
$552K 11,332 +33 +0.3%
TCM
120
Tandem Capital Management
New Jersey
$546K 11,225 -125 -1%
TRCT
121
Tower Research Capital (TRC)
New York
$543K 11,154 +4,461 +67%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$512K 10,537 -26 -0.2%
CNWM
123
Clay Northam Wealth Management
California
$498K 10,240
TA
124
TruWealth Advisors
Louisiana
$476K 9,789 +107 +1%
OWM
125
OneAscent Wealth Management
Alabama
$471K 9,679 -1,271 -12%