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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 %
RF
126
RHS Financial
California
$326K -$12.1K -436 -4%
CCA
127
Cobblestone Capital Advisors
New York
$322K -$65.8K -2,368 -17%
CGPCS
128
Capital Group Private Client Services
California
$320K +$2K +72 +0.6%
IAN
129
Integrated Advisors Network
Texas
$319K -$5.07K -182 -2%
GC
130
Gratus Capital
Georgia
$316K -$138K -4,974 -30%
WG
131
Welch Group
Alabama
$301K +$301K +10,832 New
Northern Trust
132
Northern Trust
Illinois
$298K +$11.7K +420 +4%
BPA
133
Beacon Pointe Advisors
California
$296K +$6.68K +240 +2%
JLBC
134
J.L. Bainbridge & Co
Florida
$293K
SWM
135
SeaCrest Wealth Management
New York
$288K +$666 +24 +0.2%
Stifel Financial
136
Stifel Financial
Missouri
$286K +$286K +10,292 New
EW
137
Evoke Wealth
California
$284K +$284K +10,210 New
DWT
138
Dorsey & Whitney Trust
South Dakota
$279K +$279K +10,028 New
PWMG
139
Provence Wealth Management Group
California
$278K +$278K +10,000 New
Jane Street
140
Jane Street
New York
$277K +$277K +9,960 New
PA
141
PFG Advisors
Arizona
$276K -$1.5K -54 -0.5%
PAG
142
Private Advisor Group
New Jersey
$276K +$276K +9,946 New
BJL
143
Brighton Jones LLC
Washington
$274K +$1.78K +64 +0.7%
RRC
144
Relaxing Retirement Coach
Massachusetts
$272K -$5.61K -202 -2%
TFA
145
Teamwork Financial Advisors
Texas
$268K -$52.9K -1,902 -16%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$264K -$6.17K -222 -2%
MCM
147
Maryland Capital Management
Maryland
$264K +$264K +9,478 New
DAS
148
Dynamic Advisor Solutions
Arizona
$258K +$389 +14 +0.2%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$258K +$258K +9,248 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$253K +$94.6K +3,400 +60%