FNDA icon

Schwab Fundamental US Small Company Index ETF

266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
55
Increased
89
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
201
Sage Mountain Advisors
Georgia
$15K +$15K +542 New
HS
202
Horan Securities
United States
$14K +$14K +514 New
FCAS
203
First Command Advisory Services
Texas
$13K -$2.39K -86 -16%
ACA
204
Aptus Capital Advisors
Alabama
$13K
HFS
205
Hantz Financial Services
Michigan
$13K +$4.35K +162 +50%
CFD
206
Creative Financial Designs
Indiana
$13K +$13K +462 New
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$12.9K +$56 +2 +0.4%
OFG
208
Oxford Financial Group
Indiana
$12K
ACA
209
Atlas Capital Advisors
Wyoming
$11.8K
AF
210
Allworth Financial
California
$11K
ATC
211
Adirondack Trust Company
New York
$11K
BHWM
212
Beaird Harris Wealth Management
Texas
$11K +$11K +386 New
RIM
213
Rockbridge Investment Management
New York
$10K
TWM
214
Tradition Wealth Management
Minnesota
$10K +$10K +358 New
BWL
215
Bogart Wealth LLC
Virginia
$10K +$10K +370 New
SSB
216
Sandy Spring Bank
Maryland
$9K +$7.8K +274 +652%
FCFS
217
First Command Financial Services
Texas
$8K
KFI
218
Key Financial Inc
Pennsylvania
$8K
PMFA
219
Plante Moran Financial Advisors
Michigan
$8K
JWBC
220
John W. Brooker & Co
California
$8K
FCB
221
First Command Bank
Texas
$8K
TCM
222
TD Capital Management
Tennessee
$8K +$57 +2 +0.7%
JFA
223
JNBA Financial Advisors
Minnesota
$8K +$2.95K +110 +59%
AWM
224
Abound Wealth Management
Tennessee
$7.57K +$7.57K +272 New
BWM
225
BerganKDV Wealth Management
Minnesota
$6K -$15.1K -570 -72%