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Schwab Fundamental US Small Company Index ETF

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
201
Plante Moran Financial Advisors
Michigan
$7K
KFI
202
Key Financial Inc
Pennsylvania
$7K +$7K +280 New
RF
203
Robbins Farley
New Hampshire
$6K
JFA
204
JNBA Financial Advisors
Minnesota
$5K
TF
205
TimeScale Financial
Massachusetts
$5K +$5K +172 New
FWM
206
Filbrandt Wealth Management
Wisconsin
$5K +$5K +178 New
TCOV
207
Trust Company of Vermont
Vermont
$5K +$5K +202 New
SIC
208
Salem Investment Counselors
North Carolina
$4K
PA
209
Parallel Advisors
California
$4K
DAM
210
Delta Asset Management
Tennessee
$4K +$4K +162 New
FWM
211
Focused Wealth Management
New York
$3K
MSFP
212
Mark Sheptoff Financial Planning
Connecticut
$3K
CAAS
213
Capital Asset Advisory Services
Michigan
$3K
AWA
214
Arkadios Wealth Advisors
Georgia
$3K
HCP
215
Hexagon Capital Partners
Arkansas
$3K +$3K +94 New
AIM
216
Anchor Investment Management
South Carolina
$2.18K
AC
217
AlphaCore Capital
California
$2K -$6.74K -236 -77%
FMP
218
Financial Management Professionals
Texas
$2K
MFT
219
Moisand Fitzgerald Tamayo
Florida
$2K
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +58 New
HPC
221
HM Payson & Co
Maine
$1K -$23.2K -464 -96%
CA
222
Clearstead Advisors
Ohio
$1K
TFGT
223
TS Financial Group (TSFG)
Illinois
$1K
GWSG
224
GPS Wealth Strategies Group
Colorado
$1K
POIA
225
Pin Oak Investment Advisors
Texas
$1K