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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.

New
Increased
Maintained
Reduced
Closed
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 %
RRC
176
Relaxing Retirement Coach
Massachusetts
$221K -$18.5K -760 -8%
SSWM
177
Smith Salley Wealth Management
North Carolina
$221K +$221K +9,072 New
PCMK
178
Paragon Capital Management (Kansas)
Kansas
$220K +$633 +26 +0.3%
RRCM
179
Rappaport Reiches Capital Management
Illinois
$219K
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$215K +$50.3K +2,082 +31%
IAN
181
Integrated Advisors Network
Texas
$214K -$30.9K -1,270 -13%
FLPIM
182
F.L. Putnam Investment Management
Massachusetts
$213K +$213K +8,744 New
TW
183
Transform Wealth
Colorado
$212K +$212K +8,718 New
JIC
184
Johnson Investment Counsel
Ohio
$209K -$3.6K -148 -2%
LI
185
Lafayette Investments
Maryland
$206K +$206K +8,480 New
PA
186
Parallel Advisors
California
$174K -$5.6K -230 -3%
RTL
187
Red Tortoise LLC
Georgia
$172K +$535 +22 +0.3%
VNA
188
Valley National Advisers
Pennsylvania
$166K -$42.5K -1,770 -20%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$164K -$13.9K -570 -8%
HR
190
Howe & Rusling
New York
$152K -$3.65K -150 -2%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$141K +$22.9K +942 +19%
US Bancorp
192
US Bancorp
Minnesota
$134K
William Blair & Company
193
William Blair & Company
Illinois
$122K
BA
194
Bristlecone Advisors
Washington
$109K +$109K +4,496 New
MA
195
MCF Advisors
Kentucky
$107K
GRP
196
Global Retirement Partners
California
$97.5K +$15.7K +674 +19%
AAS
197
Ameritas Advisory Services
Nebraska
$96.9K +$96.9K +4,012 New
RG
198
Retirement Group
California
$85K -$1.47K -60 -2%
FRA
199
Front Row Advisors
California
$85K +$31.8K +1,300 +60%
SWM
200
Spire Wealth Management
Virginia
$84.1K +$61.9K +2,544 +279%