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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 %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$251K -$76.9K -2,762 -23%
VNA
152
Valley National Advisers
Pennsylvania
$251K -$1.67K -60 -0.7%
SW
153
SVB Wealth
Massachusetts
$250K -$233K -8,378 -48%
PCMK
154
Paragon Capital Management (Kansas)
Kansas
$247K +$1.5K +54 +0.6%
PWM
155
Perigon Wealth Management
California
$240K +$240K +8,642 New
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$239K +$239K +8,604 New
CAN
157
Cetera Advisor Networks
California
$238K +$238K +8,560 New
Betterment LLC
158
Betterment LLC
New York
$233K +$233K +8,362 New
VCM
159
Vigilant Capital Management
Maine
$226K +$226K +8,114 New
SFWA
160
Summit Financial Wealth Advisors
Louisiana
$224K -$4.02K -142 -2%
CTFG
161
Capstone Triton Financial Group
Oklahoma
$224K
JIC
162
Johnson Investment Counsel
Ohio
$221K -$93K -3,346 -30%
SWP
163
Strategic Wealth Partners
Ohio
$214K
AWM
164
Aspire Wealth Management
Massachusetts
$213K +$213K +7,652 New
MML Investors Services
165
MML Investors Services
Massachusetts
$212K +$222 +8 +0.1%
TPA
166
Trivium Point Advisory
Connecticut
$208K +$208K +7,496 New
SFS
167
Summit Financial Strategies
Ohio
$203K +$203K +7,296 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$201K +$141K +5,070 +238%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$200K +$17K +612 +9%
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$200K +$49.1K +1,764 +32%
William Blair & Company
171
William Blair & Company
Illinois
$199K +$55.1K +1,982 +38%
US Bancorp
172
US Bancorp
Minnesota
$150K -$11.6K -418 -7%
HR
173
Howe & Rusling
New York
$149K -$11.4K -410 -7%
SWM
174
Spire Wealth Management
Virginia
$114K -$3.41K -122 -3%
FRA
175
Front Row Advisors
California
$97K