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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.28B
2
OPS
2
Orion Portfolio Solutions
Nebraska
$5.46M
3
JWM
3
Janiczek Wealth Management
Colorado
$15.7M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$20M
5
Betterment LLC
5
Betterment LLC
New York
$3.45M

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$8.46M
2
PWSG
2
Pacific Wealth Strategies Group
California
$0
3
IIC
3
Ironwood Investment Counsel
Arizona
$6.04M
4
PPW
4
Pasadena Private Wealth
California
$8.52M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$470K +$438 +18 +0.1%
CA
127
Continuum Advisory
Idaho
$463K -$24.5K -1,008 -5%
WFA
128
Wade Financial Advisory
California
$447K – – –
WRPWM
129
Werba Rubin Papier Wealth Management
California
$441K +$633 +26 +0.1%
TA
130
Tiedemann Advisors
New York
$427K +$1.22K +50 +0.3%
OCG
131
Opus Capital Group
Ohio
$426K +$146 +6 +0%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$425K +$127K +5,208 +43%
EL
133
EMFO LLC
Florida
$423K – – –
CAM
134
Cidel Asset Management
Ontario, Canada
$417K – – –
MA
135
Mutual Advisors
Nebraska
$412K -$2.34K -96 -0.6%
AWM
136
Aspire Wealth Management
Massachusetts
$401K +$130K +5,340 +48%
IA
137
IFP Advisors
Florida
$373K -$186K -9,370 -33%
Truist Financial
138
Truist Financial
North Carolina
$354K +$58.1K +2,388 +20%
AP
139
Appleton Partners
Massachusetts
$350K +$7.1K +292 +2%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$340K -$77.1K -3,170 -19%
AWM
141
AE Wealth Management
Kansas
$338K +$338K +13,904 New
RDWM
142
Red Door Wealth Management
Tennessee
$338K – – –
Northern Trust
143
Northern Trust
Illinois
$337K +$80.7K +3,316 +32%
MML Investors Services
144
MML Investors Services
Massachusetts
$330K +$5.3K +218 +2%
BPA
145
Beacon Pointe Advisors
California
$326K +$98.9K +4,062 +43%
NCM
146
Novare Capital Management
North Carolina
$321K +$321K +13,184 New
CRC
147
Curi RMB Capital
Illinois
$312K – – –
SFA
148
Sequoia Financial Advisors
Ohio
$312K +$91K +3,740 +41%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$305K +$341 +14 +0.1%
Empower Advisory Group
150
Empower Advisory Group
Colorado
$305K +$305K +12,554 New
4 5
6
7 8