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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 %
UB
176
UMB Bank
Missouri
$94K +$94K +3,366 New
CFA
177
Carroll Financial Associates
North Carolina
$90K -$450K -16,224 -83%
FFA
178
Freedman Financial Associates
Massachusetts
$85K
EVM
179
Eaton Vance Management
Massachusetts
$84K +$2.07K +74 +3%
LWA
180
Lenox Wealth Advisors
New York
$60K +$21.8K +778 +57%
APA
181
American Portfolios Advisors
New York
$58.9K +$222 +8 +0.4%
MA
182
MUFG Americas
New York
$41K -$24.1K -860 -37%
MFA
183
McClarren Financial Advisors
Pennsylvania
$41K +$280 +10 +0.7%
NFG
184
Next Financial Group
Texas
$32K
SBL
185
Sargent Bickham Lagudis
Colorado
$31K
FP
186
Financial Perspectives
Minnesota
$30.3K
BlackRock
187
BlackRock
New York
$29K -$276 -10 -0.9%
CWC
188
Carolinas Wealth Consulting
North Carolina
$23K
CTC
189
Central Trust Company
Missouri
$23K
S
190
SignatureFD
Georgia
$23K +$4.19K +152 +22%
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$23K +$23K +830 New
RFA
192
Reilly Financial Advisors
California
$22K +$9.59K +348 +77%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$21K -$1.65K -58 -7%
ME
194
McIlrath & Eck
Washington
$20K -$12.8K -456 -39%
SPIA
195
Steward Partners Investment Advisory
New York
$20K
IRC
196
Investors Research Corp
Georgia
$18K
Franklin Resources
197
Franklin Resources
California
$17K
RP
198
Rice Partnership
Hawaii
$16K
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$16K +$16K +560 New
TWA
200
TCI Wealth Advisors
Arizona
$15K