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Schwab Fundamental US Small Company Index ETF

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EW
151
Evoke Wealth
California
$217K 10,210
AI
152
Accredited Investors
Minnesota
$210K 9,886 +216 +2%
RRC
153
Relaxing Retirement Coach
Massachusetts
$208K 9,824 +16 +0.2%
BAWC
154
Boyce & Associates Wealth Consulting
Texas
$207K 9,718 +46 +0.5%
VNA
155
Valley National Advisers
Pennsylvania
$206K 9,032 -442 -5%
BPA
156
Beacon Pointe Advisors
California
$206K 9,704 +74 +0.8%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$195K 9,134
PA
158
Parallel Advisors
California
$183K 8,624 +1,666 +24%
SIM
159
Studio Investment Management
Illinois
$147K 6,904 -290 -4%
MA
160
MCF Advisors
Kentucky
$142K 6,702 +2,426 +57%
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$125K 5,900 -200 -3%
US Bancorp
162
US Bancorp
Minnesota
$118K 5,544 -696 -11%
HR
163
Howe & Rusling
New York
$114K 5,346 -342 -6%
William Blair & Company
164
William Blair & Company
Illinois
$107K 5,014 -490 -9%
GRP
165
Global Retirement Partners
California
$84K 3,500 -38 -1%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$82K 3,904 +424 +12%
FRA
167
Front Row Advisors
California
$74K 3,480
PMFA
168
Plante Moran Financial Advisors
Michigan
$66K 3,124 +2,850 +1,040%
TCM
169
TD Capital Management
Tennessee
$59K 2,796 +2,796 New
SBL
170
Sargent Bickham Lagudis
Colorado
$49K 2,304 +202 +10%
LFG
171
Larson Financial Group
Missouri
$47K 2,188 +420 +24%
APA
172
American Portfolios Advisors
New York
$44.9K 2,112
BTI
173
Blue Trust Inc
Georgia
$42K 1,868 +1,388 +289%
UB
174
UMB Bank
Missouri
$40K 1,900
TFGT
175
TS Financial Group (TSFG)
Illinois
$34K 1,598 +14 +0.9%