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

Top Sellers

1
TNA
True North Advisors
Texas
$0
2
WTA
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
Tower Research Capital (TRC)
New York
$313K
4
RCA
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
126
Opus Capital Group
Ohio
$409K -$36.7K -1,568 -8%
EL
127
EMFO LLC
Florida
$406K -$33.1K -1,416 -8%
CAM
128
Cidel Asset Management
Ontario, Canada
$401K – – –
MA
129
Mutual Advisors
Nebraska
$398K +$40.7K +1,744 +11%
UCFA
130
United Capital Financial Advisors
Texas
$378K -$65.7K -2,814 -15%
SIMG
131
Sonora Investment Management Group
Arizona
$363K +$363K +15,536 New
Renaissance Technologies
132
Renaissance Technologies
New York
$360K -$757K -32,400 -68%
SSC
133
Syverson Strege & Co
Iowa
$355K -$74.7K -3,196 -17%
Wells Fargo
134
Wells Fargo
California
$344K -$17.6K -752 -5%
AP
135
Appleton Partners
Massachusetts
$330K +$12.4K +532 +4%
TAM
136
Townsend Asset Management
North Carolina
$329K +$374 +16 +0.1%
RDWM
137
Red Door Wealth Management
Tennessee
$325K – – –
TRCT
138
Tower Research Capital (TRC)
New York
$313K -$2.23M -95,184 -88%
MML Investors Services
139
MML Investors Services
Massachusetts
$312K +$4.9K +210 +2%
PCA
140
Personal Capital Advisors
California
$307K -$7.57K -324 -2%
CRC
141
Curi RMB Capital
Illinois
$299K – – –
FVWA
142
Foster Victor Wealth Advisors
South Carolina
$295K -$3.51K -146 -1%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$293K +$293K +12,538 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$287K +$80.7K +3,448 +39%
Truist Financial
145
Truist Financial
North Carolina
$284K +$284K +12,176 New
PCM
146
Pennsylvania Capital Management
Pennsylvania
$276K +$276K +11,138 New
PWM
147
Perigon Wealth Management
California
$272K – – –
BCM
148
Beck Capital Management
Texas
$271K -$13.4K -572 -5%
SWM
149
SeaCrest Wealth Management
New York
$266K +$981 +42 +0.4%
WG
150
Welch Group
Alabama
$264K +$264K +11,318 New
4 5
6
7 8