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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

303 hedge funds and large institutions have $5.31B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+10
Holders Change %
+3.41%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
39
Increased
119
Reduced
73
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.56B
2
Morgan Stanley
Morgan Stanley
New York
$37.9M
3
CAM
Cresset Asset Management
Illinois
$5.52M
4
BCI
Brinker Capital Investments
Pennsylvania
$10.3M
5
OPS
Orion Portfolio Solutions
Nebraska
$10.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$17.4M
2
PPW
Pasadena Private Wealth
California
$0
3
LWM
Liberty Wealth Management
California
$0
4
Baird Financial Group
Baird Financial Group
Wisconsin
$210K
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$487K – – –
IA
127
IFP Advisors
Florida
$480K +$7.32K +290 +2%
WFA
128
Wade Financial Advisory
California
$463K – – –
WRPWM
129
Werba Rubin Papier Wealth Management
California
$458K +$858 +34 +0.2%
MA
130
Mutual Advisors
Nebraska
$441K +$13.9K +550 +3%
Wells Fargo
131
Wells Fargo
California
$441K -$427K -16,934 -49%
EL
132
EMFO LLC
Florida
$438K – – –
OCG
133
Opus Capital Group
Ohio
$437K -$3.78K -150 -0.9%
CAM
134
Cidel Asset Management
Ontario, Canada
$433K – – –
NCM
135
Novare Capital Management
North Carolina
$408K +$75.7K +3,000 +23%
TA
136
Tiedemann Advisors
New York
$402K -$41.1K -1,630 -9%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$386K +$34.2K +1,356 +10%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$384K -$57.8K -2,284 -13%
RDWM
139
Red Door Wealth Management
Tennessee
$370K +$19.4K +768 +6%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$359K +$42.5K +1,686 +13%
MML Investors Services
141
MML Investors Services
Massachusetts
$355K +$12.3K +486 +4%
Northern Trust
142
Northern Trust
Illinois
$354K +$5.45K +216 +2%
DWM
143
Dechtman Wealth Management
Colorado
$342K +$342K +13,560 New
CPIG
144
Chicago Partners Investment Group
Illinois
$336K +$62.2K +2,356 +23%
AP
145
Appleton Partners
Massachusetts
$331K -$32.6K -1,292 -9%
PCM
146
Pennsylvania Capital Management
Pennsylvania
$324K +$42.9K +1,702 +15%
CRC
147
Curi RMB Capital
Illinois
$323K – – –
ECM
148
Evergreen Capital Management
Washington
$317K +$317K +12,574 New
LPAM
149
Lodestar Private Asset Management
California
$312K +$312K +12,366 New
TWP
150
Tempus Wealth Planning
California
$310K +$32.7K +1,298 +12%
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