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Schwab Fundamental US Small Company Index ETF

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OFG
201
Oxford Financial Group
Indiana
$9K 214
AC
202
AlphaCore Capital
California
$9K 222 +88 +66%
LWP
203
Laurel Wealth Planning
Minnesota
$9K 205 +205 New
WT
204
Washington Trust
Rhode Island
$8K 180 -6 -3%
BHWM
205
Beaird Harris Wealth Management
Texas
$8K 193
JFA
206
JNBA Financial Advisors
Minnesota
$8K 177
HFS
207
Hantz Financial Services
Michigan
$8K 193 +32 +20%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$8K 182 +182 New
SWM
209
Spire Wealth Management
Virginia
$6K 130 -2,065 -94%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$6K 152 -100 -40%
KFI
211
Key Financial Inc
Pennsylvania
$6K 140
LWA
212
Lowe Wealth Advisors
Maryland
$6K 131
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$6K 150 +150 New
AWM
214
Abound Wealth Management
Tennessee
$5.79K 136
RF
215
Robbins Farley
New Hampshire
$5K 116
AF
216
Allworth Financial
California
$4K 96 -156 -62%
TCWA
217
Ten Capital Wealth Advisors
Washington
$4K 87
CAL
218
Capital Analysts LLC
Pennsylvania
$4K 87
IWP
219
IAG Wealth Partners
Wisconsin
$4K 99
TF
220
TimeScale Financial
Massachusetts
$4K 86
WFA
221
WestHill Financial Advisors
California
$4K 86
HBW
222
Hazlett, Burt & Watson
West Virginia
$4K 90 +90 New
GWM
223
Geneos Wealth Management
Colorado
$3K 80 -47 -37%
TFP
224
Tilia Fiduciary Partners
North Carolina
$3K 66 -40 -38%
TC
225
Truvestments Capital
Florida
$3K 64