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Schwab Fundamental US Small Company Index ETF

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
201
U.S. Capital Wealth Advisors
Texas
$58.4K +$58.4K +2,500 New
EI
202
Ellevest Inc
New York
$56.1K +$56.1K +2,402 New
FCA
203
FinTrust Capital Advisors
South Carolina
$54.9K +$44.6K +1,910 +432%
LFG
204
Larson Financial Group
Missouri
$51.2K +$93 +4 +0.2%
FRA
205
Front Row Advisors
California
$51K -$30.4K -1,300 -37%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$47K +$40K +1,726 +568%
CWM
207
Cedar Wealth Management
California
$45.6K -$714K -30,580 -94%
UB
208
UMB Bank
Missouri
$44K
TFGT
209
TS Financial Group (TSFG)
Illinois
$38K +$189 +8 +0.5%
MFA
210
McClarren Financial Advisors
Pennsylvania
$34K +$184 +8 +0.5%
SSB
211
Sandy Spring Bank
Maryland
$32K +$32K +1,368 New
LIA
212
Luken Investment Analytics
Tennessee
$31.2K +$31.2K +1,336 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$30.4K +$23.4K +1,002 +334%
CFD
214
Creative Financial Designs
Indiana
$27.4K +$6.87K +294 +33%
SPIA
215
Steward Partners Investment Advisory
New York
$26.8K +$8.13K +348 +44%
FP
216
Financial Perspectives
Minnesota
$25.4K
BC
217
Bartlett & Co
Ohio
$23K +$23K +972 New
ASN
218
Advisory Services Network
Georgia
$22.9K +$22.9K +982 New
BCWM
219
Bartlett & Co Wealth Management
Ohio
$22.7K +$22.7K +972 New
BlackRock
220
BlackRock
New York
$22.6K -$234 -10 -1%
SWM
221
Spire Wealth Management
Virginia
$21K +$15K +652 +251%
CWC
222
Carolinas Wealth Consulting
North Carolina
$19.5K
AF
223
Allworth Financial
California
$18.8K +$14.3K +614 +320%
SIS
224
Sound Income Strategies
Florida
$18.3K +$18.3K +782 New
IRC
225
Investors Research Corp
Georgia
$16.9K