FNDA icon

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 %
MFA
176
McClarren Financial Advisors
Pennsylvania
$31K 737 +737 New
HI
177
Hudock Inc
Pennsylvania
$27K 652 +652 New
MA
178
MUFG Americas
New York
$26K 620 -113 -15%
FP
179
Financial Perspectives
Minnesota
$23.1K 544
BlackRock
180
BlackRock
New York
$21K 488 -3 -0.6%
CFD
181
Creative Financial Designs
Indiana
$19K 439 +8 +2%
CTC
182
Central Trust Company
Missouri
$18K 412
CWC
183
Carolinas Wealth Consulting
North Carolina
$18K 418
SPIA
184
Steward Partners Investment Advisory
New York
$17K 400 -323 -45%
AIP
185
Almanack Investment Partners
Pennsylvania
$16K 381 +381 New
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$15K 350 -20 -5%
ME
187
McIlrath & Eck
Washington
$15K 357
IRC
188
Investors Research Corp
Georgia
$15K 362
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$13K 280
FWP
190
FAS Wealth Partners
Kansas
$12K 289 -254 -47%
TWA
191
TCI Wealth Advisors
Arizona
$12K 274
HI
192
Harbour Investments
Wisconsin
$12K 264
HS
193
Horan Securities
United States
$11K 257
CA
194
Clearstead Advisors
Ohio
$10K 228 -49 -18%
ACA
195
Aptus Capital Advisors
Alabama
$10K 241
GWANC
196
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K 241
FCA
197
FinTrust Capital Advisors
South Carolina
$10K 221
TAM
198
Tucker Asset Management
Colorado
$9.2K 192 +192 New
ACA
199
Atlas Capital Advisors
Wyoming
$9.05K 212
ATC
200
Adirondack Trust Company
New York
$9K 205