FNDA icon

Schwab Fundamental US Small Company Index ETF

303 hedge funds and large institutions have $5.31B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+10
Holders Change %
+3.41%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
39
Increased
119
Reduced
73
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
201
MCF Advisors
Kentucky
$111K
HR
202
Howe & Rusling
New York
$106K -$52K -2,060 -33%
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$106K +$106K +4,182 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$94K +$76.2K +3,014 +428%
FRA
205
Front Row Advisors
California
$88K
Citigroup
206
Citigroup
New York
$83.7K +$30K +1,190 +56%
RG
207
Retirement Group
California
$82K -$5.65K -224 -6%
TCM
208
TD Capital Management
Tennessee
$71.4K +$252 +10 +0.4%
BAAM
209
Baker Avenue Asset Management
California
$69.5K +$69.5K +2,756 New
PMFA
210
Plante Moran Financial Advisors
Michigan
$66.3K
NCM
211
Northwest Capital Management
Oregon
$56.3K +$56.3K +2,230 New
SSB
212
Sandy Spring Bank
Maryland
$55.3K +$20.8K +824 +60%
FCA
213
FinTrust Capital Advisors
South Carolina
$54.9K
KM
214
Kalos Management
Georgia
$54.8K -$1.72K -68 -3%
WP
215
WealthPLAN Partners
Nebraska
$53.9K +$6.86K +272 +15%
ACA
216
Aptus Capital Advisors
Alabama
$50K +$37.8K +1,500 +311%
CWM
217
Cedar Wealth Management
California
$49.2K
UB
218
UMB Bank
Missouri
$47.9K
William Blair & Company
219
William Blair & Company
Illinois
$47.2K -$79.3K -3,142 -63%
FWP
220
FAS Wealth Partners
Kansas
$44K +$29.3K +1,162 +200%
GGI
221
Godsey & Gibb Inc
Virginia
$43.6K +$43.6K +1,728 New
TFGT
222
TS Financial Group (TSFG)
Illinois
$41K +$152 +6 +0.4%
CFD
223
Creative Financial Designs
Indiana
$40.3K +$3.78K +150 +10%
SIC
224
Salem Investment Counselors
North Carolina
$38.3K
MFA
225
McClarren Financial Advisors
Pennsylvania
$37K +$149 +6 +0.4%