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Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$296K -$97.6K -4,012 -25%
AA
152
Auxano Advisors
Washington
$290K +$290K +11,900 New
PWM
153
Perigon Wealth Management
California
$283K +$49 +2 +0%
FVWA
154
Foster Victor Wealth Advisors
South Carolina
$282K -$10.4K -434 -4%
CAN
155
Cetera Advisor Networks
California
$276K +$14.2K +584 +5%
MFC
156
Morris Financial Concepts
South Carolina
$273K
SWM
157
Southern Wealth Management
Texas
$273K +$827 +34 +0.3%
PCM
158
Pennsylvania Capital Management
Pennsylvania
$271K
TWP
159
Tempus Wealth Planning
California
$267K +$267K +10,972 New
SWM
160
SeaCrest Wealth Management
New York
$267K -$10.4K -426 -4%
BIG
161
Builder Investment Group
Georgia
$266K +$4.82K +198 +2%
BCM
162
Beck Capital Management
Texas
$261K -$21.8K -894 -8%
JLBC
163
J.L. Bainbridge & Co
Florida
$258K
CPIG
164
Chicago Partners Investment Group
Illinois
$249K +$19.5K +814 +9%
AWS
165
Atria Wealth Solutions
New York
$248K +$10.6K +434 +4%
BAWC
166
Boyce & Associates Wealth Consulting
Texas
$246K +$26.3K +1,112 +12%
GFP
167
Guardian Financial Partners
California
$243K +$22K +904 +10%
PWMG
168
Provence Wealth Management Group
California
$243K
RJA
169
Raymond James & Associates
Florida
$235K -$27.4K -1,128 -10%
KIA
170
KCM Investment Advisors
California
$231K +$231K +9,494 New
BJL
171
Brighton Jones LLC
Washington
$230K +$6.47K +266 +3%
PA
172
PFG Advisors
Arizona
$230K +$973 +40 +0.4%
HWM
173
HB Wealth Management
Georgia
$230K -$8.76K -360 -4%
IWM
174
IHT Wealth Management
Illinois
$223K -$41.1K -1,688 -16%
PIMG
175
Patriot Investment Management Group
Tennessee
$221K +$5.99K +246 +3%