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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
UBS Group
Switzerland
$27.4M
3
PPW
Pasadena Private Wealth
California
$9.51M
4
IIC
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
True North Advisors
Texas
$0
2
WTA
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
Tower Research Capital (TRC)
New York
$313K
4
RCA
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFC
151
Morris Financial Concepts
South Carolina
$262K -$29.4K -1,260 -10%
SWM
152
Southern Wealth Management
Texas
$261K +$1.22K +52 +0.5%
AWM
153
Aspire Wealth Management
Massachusetts
$260K -$6.77K -290 -3%
IWM
154
IHT Wealth Management
Illinois
$253K -$22.1K -948 -8%
CPIG
155
Chicago Partners Investment Group
Illinois
$253K +$253K +9,558 New
RJA
156
Raymond James & Associates
Florida
$252K +$252K +10,772 New
CAN
157
Cetera Advisor Networks
California
$252K -$57.1K -2,446 -19%
BIG
158
Builder Investment Group
Georgia
$251K +$251K +10,730 New
Brown Advisory
159
Brown Advisory
Maryland
$249K -$23.4K -1,000 -9%
JLBC
160
J.L. Bainbridge & Co
Florida
$248K +$2.1K +90 +0.9%
Northern Trust
161
Northern Trust
Illinois
$246K -$981 -42 -0.4%
LCM
162
Liberty Capital Management
Michigan
$245K +$245K +10,494 New
CCA
163
Cobblestone Capital Advisors
New York
$243K – – –
EW
164
Evoke Wealth
California
$239K – – –
MPW
165
MGO Private Wealth
California
$236K -$3.64K -156 -2%
IAN
166
Integrated Advisors Network
Texas
$235K -$11.5K -492 -5%
PWMG
167
Provence Wealth Management Group
California
$234K +$234K +10,000 New
RRC
168
Relaxing Retirement Coach
Massachusetts
$230K +$374 +16 +0.2%
HWM
169
HB Wealth Management
Georgia
$229K +$229K +9,804 New
AWS
170
Atria Wealth Solutions
New York
$228K +$228K +9,748 New
PIMG
171
Patriot Investment Management Group
Tennessee
$226K +$226K +8,850 New
PA
172
PFG Advisors
Arizona
$220K +$220K +9,404 New
BPA
173
Beacon Pointe Advisors
California
$218K -$8.36K -358 -4%
BAWC
174
Boyce & Associates Wealth Consulting
Texas
$217K -$9.76K -418 -4%
VNA
175
Valley National Advisers
Pennsylvania
$215K -$8.51K -344 -4%
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7
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