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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 %
BJL
176
Brighton Jones LLC
Washington
$215K +$215K +9,188 New
GFP
177
Guardian Financial Partners
California
$213K +$213K +9,100 New
SFA
178
Sequoia Financial Advisors
Ohio
$212K +$212K +9,068 New
RRCM
179
Rappaport Reiches Capital Management
Illinois
$210K +$210K +9,000 New
PCMK
180
Paragon Capital Management (Kansas)
Kansas
$210K +$210K +8,994 New
JIC
181
Johnson Investment Counsel
Ohio
$204K +$204K +8,728 New
BHWM
182
Beaird Harris Wealth Management
Texas
$174K +$165K +7,070 +1,832%
SIM
183
Studio Investment Management
Illinois
$173K +$11.6K +498 +7%
PA
184
Parallel Advisors
California
$172K -$29.1K -1,244 -14%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$171K -$42.3K -1,810 -20%
RTL
186
Red Tortoise LLC
Georgia
$165K +$165K +7,046 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$159K +$67.9K +2,908 +74%
HR
188
Howe & Rusling
New York
$149K +$24.6K +1,052 +20%
GJIA
189
Glass Jacobson Investment Advisors
Maryland
$136K +$136K +5,814 New
US Bancorp
190
US Bancorp
Minnesota
$129K -$561 -24 -0.4%
William Blair & Company
191
William Blair & Company
Illinois
$117K – – –
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$113K +$96.8K +4,144 +592%
MA
193
MCF Advisors
Kentucky
$103K -$53.7K -2,300 -34%
PMFA
194
Plante Moran Financial Advisors
Michigan
$97K +$24K +1,028 +33%
RG
195
Retirement Group
California
$83K -$310K -13,180 -79%
GRP
196
Global Retirement Partners
California
$81.8K – – –
CA
197
CoreCap Advisors
Michigan
$71.9K +$71.9K +3,078 New
KM
198
Kalos Management
Georgia
$71.6K +$71.6K +3,064 New
TCM
199
TD Capital Management
Tennessee
$65.7K +$327 +14 +0.5%
SBL
200
Sargent Bickham Lagudis
Colorado
$65.4K +$11.6K +496 +22%
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