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Schwab Fundamental US Small Company Index ETF

255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.

Holders
255
Holders Change
-17
Holders Change %
-6.25%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
26
Increased
98
Reduced
69
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
201
Atlas Capital Advisors
Wyoming
$9.64K
BHWM
202
Beaird Harris Wealth Management
Texas
$9K
ATC
203
Adirondack Trust Company
New York
$9K
WT
204
Washington Trust
Rhode Island
$8K
JFA
205
JNBA Financial Advisors
Minnesota
$8K +$1.27K +56 +19%
HFS
206
Hantz Financial Services
Michigan
$7K -$19.7K -906 -74%
AWM
207
Abound Wealth Management
Tennessee
$6.16K
PMFA
208
Plante Moran Financial Advisors
Michigan
$6K -$19.3K -880 -76%
LWA
209
Lowe Wealth Advisors
Maryland
$6K
KFI
210
Key Financial Inc
Pennsylvania
$6K
AC
211
AlphaCore Capital
California
$6K +$6K +268 New
LF
212
Lee Financial
Texas
$6K +$6K +268 New
TFP
213
Tilia Fiduciary Partners
North Carolina
$5K -$755 -32 -13%
JWBC
214
John W. Brooker & Co
California
$5K
RF
215
Robbins Farley
New Hampshire
$5K
GWM
216
Geneos Wealth Management
Colorado
$5K +$1.85K +94 +59%
WFA
217
WestHill Financial Advisors
California
$4K -$1.26K -54 -24%
SIC
218
Salem Investment Counselors
North Carolina
$4K
CAL
219
Capital Analysts LLC
Pennsylvania
$4K
TF
220
TimeScale Financial
Massachusetts
$4K
MHR
221
Matthew Hamilton Rosenberg
$4K
IWP
222
IAG Wealth Partners
Wisconsin
$4K
TCWA
223
Ten Capital Wealth Advisors
Washington
$4K
BWL
224
Bogart Wealth LLC
Virginia
$4K +$49 +2 +1%
SAM
225
Strategic Asset Management
Minnesota
$4K +$4K +190 New