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Schwab Fundamental US Small Company Index ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$276K -$3.66K -162 -1%
Brown Advisory
127
Brown Advisory
Maryland
$275K
SWM
128
SeaCrest Wealth Management
New York
$270K +$633 +28 +0.2%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$269K +$94.8K +4,194 +54%
PWM
130
Perigon Wealth Management
California
$263K +$10.6K +468 +4%
MFC
131
Morris Financial Concepts
South Carolina
$256K -$227 -10 -0.1%
CGPCS
132
Capital Group Private Client Services
California
$253K -$8.2K -362 -3%
SWM
133
Southern Wealth Management
Texas
$251K +$498 +22 +0.2%
RSWM
134
Robertson Stephens Wealth Management
California
$246K
WG
135
Welch Group
Alabama
$245K
CP
136
Camelot Portfolios
Ohio
$244K -$25.3K -1,116 -9%
Northern Trust
137
Northern Trust
Illinois
$238K -$7.02K -310 -3%
JLBC
138
J.L. Bainbridge & Co
Florida
$238K
CCA
139
Cobblestone Capital Advisors
New York
$235K
CAM
140
Cresset Asset Management
Illinois
$234K +$234K +10,340 New
EW
141
Evoke Wealth
California
$231K
FPAS
142
Focus Partners Advisor Solutions
Missouri
$228K -$120K -5,280 -34%
CAN
143
Cetera Advisor Networks
California
$224K -$45.5K -2,006 -17%
IAN
144
Integrated Advisors Network
Texas
$224K -$30.1K -1,332 -12%
RRC
145
Relaxing Retirement Coach
Massachusetts
$222K +$317 +14 +0.1%
BPA
146
Beacon Pointe Advisors
California
$219K -$25.9K -1,140 -11%
BAWC
147
Boyce & Associates Wealth Consulting
Texas
$219K -$4.85K -214 -2%
AI
148
Accredited Investors
Minnesota
$219K +$219K +9,670 New
VNA
149
Valley National Advisers
Pennsylvania
$218K -$4.6K -200 -2%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$206K -$208K -9,210 -50%