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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.68%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
39
Increased
62
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAM
1
Gemmer Asset Management
California
$13.6M
2
OMC
2
Old Mission Capital
Illinois
$3.35M
3
CST
3
Charles Schwab Trust
Nevada
$12.8M
4
CC
4
Callan Capital
California
$8.23M
5
MWP
5
Moller Wealth Partners
$20.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.91B
2
KAS
2
Kestra Advisory Services
Texas
$0
3
RC
3
RegentAtlantic Capital
New Jersey
$4.21M
4
YAL
4
Your Advocates Ltd
Texas
$4.64M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.91B 57,454,379 -4,578,996 -7%
CGL
2
Clarius Group LLC
Washington
$48.8M 962,462 +30,560 +3%
BCI
3
Brinker Capital Investments
Pennsylvania
$44.4M 876,896 -70,207 -7%
WA
4
Waddell & Associates
Tennessee
$35.3M 697,446 +15,433 +2%
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$22.1M 436,095 -17,536 -4%
MWP
6
Moller Wealth Partners
$20.2M 399,052 +39,655 +11%
FPF
7
First Pacific Financial
Washington
$18.8M 371,883 -37,816 -9%
AFA
8
Arlington Financial Advisors
California
$16.5M 325,801 -935 -0.3%
RCA
9
Resonant Capital Advisors
Wisconsin
$15.8M 311,980 +15,686 +5%
GAM
10
Gemmer Asset Management
California
$13.6M 268,570 +268,552 +1,491,956%
Ameriprise
11
Ameriprise
Minnesota
$13.6M 268,010 +1,058 +0.4%
LNC
12
Lincoln National Corp
Pennsylvania
$13.6M 267,736 -17,497 -6%
CST
13
Charles Schwab Trust
Nevada
$12.8M 248,466 +57,699 +30%
FM
14
Foster & Motley
Ohio
$12.7M 250,291 -3,343 -1%
ML
15
McAdam LLC
Pennsylvania
$12.4M 245,129 -35,357 -13%
JWM
16
Janiczek Wealth Management
Colorado
$12.2M 241,594 +751 +0.3%
PC
17
Prairiewood Capital
North Dakota
$10.2M 200,915 -2,452 -1%
COF
18
Capital One Financial
Virginia
$8.51M 168,034 -4,979 -3%
CC
19
Callan Capital
California
$8.23M 162,446 +43,060 +36%
Morgan Stanley
20
Morgan Stanley
New York
$7.7M 151,972 -28,933 -16%
SC
21
Savant Capital
Illinois
$7.68M 151,508 -3,058 -2%
PMG
22
ProVise Management Group
Florida
$6.48M 127,952 -1,247 -1%
BJ
23
Brouwer & Janachowski
California
$6.27M 123,677 -829 -0.7%
YAL
24
Your Advocates Ltd
Texas
$4.64M 91,630 -90,694 -50%
EWA
25
Exencial Wealth Advisors
Oklahoma
$4.49M 88,606 +4,484 +5%
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