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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 %
S
176
SignatureFD
Georgia
$30K +$11.3K +500 +60%
FWP
177
FAS Wealth Partners
Kansas
$25K -$4.28K -186 -15%
FP
178
Financial Perspectives
Minnesota
$24.6K
AA
179
Ancora Advisors
Ohio
$24K +$24K +1,072 New
BlackRock
180
BlackRock
New York
$22K -$1.12K -50 -5%
CFD
181
Creative Financial Designs
Indiana
$20K +$7.52K +324 +60%
CTC
182
Central Trust Company
Missouri
$19K
CWC
183
Carolinas Wealth Consulting
North Carolina
$19K
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$17K
CCM
185
Chilton Capital Management
Texas
$17K +$17K +766 New
ME
186
McIlrath & Eck
Washington
$16K
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$16K
IRC
188
Investors Research Corp
Georgia
$16K +$1.33K +60 +9%
CA
189
Clearstead Advisors
Ohio
$13K +$7.74K +330 +147%
BTI
190
Blue Trust Inc
Georgia
$13K +$13K +480 New
TWA
191
TCI Wealth Advisors
Arizona
$12K
HS
192
Horan Securities
United States
$12K
CA
193
CoreCap Advisors
Michigan
$12K +$12K +522 New
HI
194
Harbour Investments
Wisconsin
$12K +$12K +528 New
ACA
195
Aptus Capital Advisors
Alabama
$11K
AF
196
Allworth Financial
California
$11K +$1.53K +70 +16%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$11K +$9.6K +440 +688%
GWANC
198
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +482 New
OFG
199
Oxford Financial Group
Indiana
$10K
FCA
200
FinTrust Capital Advisors
South Carolina
$10K +$10K +442 New