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Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
201
TD Capital Management
Tennessee
$68.6K +$243 +10 +0.4%
PMFA
202
Plante Moran Financial Advisors
Michigan
$64K -$37.1K -1,524 -37%
GWS
203
Glassman Wealth Services
Virginia
$62.8K +$62.8K +2,580 New
RDFA
204
Ritter Daniher Financial Advisory
Ohio
$55.5K +$55.5K +2,280 New
FCA
205
FinTrust Capital Advisors
South Carolina
$54.9K
KM
206
Kalos Management
Georgia
$54.6K -$20K -822 -27%
LFG
207
Larson Financial Group
Missouri
$53.5K +$146 +6 +0.3%
Citigroup
208
Citigroup
New York
$51.8K +$51.8K +2,130 New
CWM
209
Cedar Wealth Management
California
$47.5K
UB
210
UMB Bank
Missouri
$46.2K
WP
211
WealthPLAN Partners
Nebraska
$45.4K +$45.4K +1,864 New
TFGT
212
TS Financial Group (TSFG)
Illinois
$39K +$145 +6 +0.4%
SIC
213
Salem Investment Counselors
North Carolina
$36.9K +$21.3K +876 +136%
MFA
214
McClarren Financial Advisors
Pennsylvania
$36K +$97 +4 +0.3%
CFD
215
Creative Financial Designs
Indiana
$35.2K +$6.72K +276 +24%
SIS
216
Sound Income Strategies
Florida
$35.2K +$16.2K +664 +85%
SSB
217
Sandy Spring Bank
Maryland
$33.3K
LIA
218
Luken Investment Analytics
Tennessee
$32.5K
SIM
219
Studio Investment Management
Illinois
$31.3K -$149K -6,116 -83%
SSC
220
Syverson Strege & Co
Iowa
$28K -$342K -14,048 -92%
SPIA
221
Steward Partners Investment Advisory
New York
$27.9K
FP
222
Financial Perspectives
Minnesota
$26.5K
BC
223
Bartlett & Co
Ohio
$24K
BCWM
224
Bartlett & Co Wealth Management
Ohio
$23.7K
ASN
225
Advisory Services Network
Georgia
$23.2K -$730 -30 -3%