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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 %
DAS
151
Dynamic Advisor Solutions
Arizona
$206K -$11.6K -514 -5%
PCMK
152
Paragon Capital Management (Kansas)
Kansas
$205K +$677 +30 +0.3%
TPA
153
Trivium Point Advisory
Connecticut
$202K +$17.4K +754 +9%
BJL
154
Brighton Jones LLC
Washington
$200K -$22.3K -984 -10%
SIM
155
Studio Investment Management
Illinois
$163K -$316K -13,956 -66%
PA
156
Parallel Advisors
California
$157K
TRCT
157
Tower Research Capital (TRC)
New York
$155K +$155K +6,872 New
US Bancorp
158
US Bancorp
Minnesota
$141K +$23.8K +1,052 +20%
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$138K +$13.4K +594 +11%
HR
160
Howe & Rusling
New York
$129K +$7.76K +342 +6%
William Blair & Company
161
William Blair & Company
Illinois
$125K -$36.5K -1,608 -23%
SWM
162
Spire Wealth Management
Virginia
$99K -$343K -15,218 -78%
MA
163
MCF Advisors
Kentucky
$97K -$14.8K -652 -13%
GRP
164
Global Retirement Partners
California
$80K +$859 +38 +1%
FRA
165
Front Row Advisors
California
$79K
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$77K -$224K -10,134 -74%
BMD
167
Better Money Decisions
New Mexico
$56K +$56K +2,490 New
SBL
168
Sargent Bickham Lagudis
Colorado
$48K -$48.6K -2,128 -50%
APA
169
American Portfolios Advisors
New York
$47.8K -$181 -8 -0.4%
UB
170
UMB Bank
Missouri
$43K -$1.04K -46 -2%
LFG
171
Larson Financial Group
Missouri
$40K +$37.1K +1,642 +1,303%
AWM
172
Aspire Wealth Management
Massachusetts
$39K -$4.43K -196 -10%
TFGT
173
TS Financial Group (TSFG)
Illinois
$36K +$34.8K +1,530 +2,833%
MA
174
MUFG Americas
New York
$33K
SPIA
175
Steward Partners Investment Advisory
New York
$33K +$15K +656 +83%