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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.19B
2
GW
2
GW & Wade
Massachusetts
$4.07M
3
AA
3
Addison Advisors
Vermont
$2.67M
4
FTUS
4
Flow Traders U.S.
New York
$2.45M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$6.8M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
OMC
2
Old Mission Capital
Illinois
$416K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$45.9M
4
YAL
4
Your Advocates Ltd
Texas
$3.46M
5
FP
5
Financial Perspectives
Minnesota
$29.6K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.19B 58,726,855 +1,272,476 +2%
CGL
2
Clarius Group LLC
Washington
$52M 956,039 -6,423 -0.7%
BCI
3
Brinker Capital Investments
Pennsylvania
$45.9M 844,409 -32,487 -4%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$23.3M 428,400 -7,695 -2%
MWP
5
Moller Wealth Partners
$21.9M 402,668 +3,616 +0.9%
FPF
6
First Pacific Financial
Washington
$20.3M 373,362 +1,479 +0.4%
RCA
7
Resonant Capital Advisors
Wisconsin
$17.4M 320,510 +8,530 +3%
AFA
8
Arlington Financial Advisors
California
$17.2M 316,638 -9,163 -3%
GAM
9
Gemmer Asset Management
California
$16.2M 297,293 +28,723 +11%
Ameriprise
10
Ameriprise
Minnesota
$15.1M 278,375 +10,365 +4%
LNC
11
Lincoln National Corp
Pennsylvania
$14.8M 272,638 +4,902 +2%
CST
12
Charles Schwab Trust
Nevada
$13.7M 252,493 +4,027 +2%
JWM
13
Janiczek Wealth Management
Colorado
$13.5M 248,236 +6,642 +3%
FM
14
Foster & Motley
Ohio
$13.3M 245,167 -5,124 -2%
ML
15
McAdam LLC
Pennsylvania
$12.6M 236,745 -8,384 -3%
PC
16
Prairiewood Capital
North Dakota
$11.8M 217,808 +16,893 +8%
CC
17
Callan Capital
California
$9.32M 171,377 +8,931 +5%
COF
18
Capital One Financial
Virginia
$8.52M 156,727 -11,307 -7%
SC
19
Savant Capital
Illinois
$8.23M 151,309 -199 -0.1%
Morgan Stanley
20
Morgan Stanley
New York
$7.28M 133,854 -18,118 -12%
PMG
21
ProVise Management Group
Florida
$6.91M 127,032 -920 -0.7%
KCM
22
Kathmere Capital Management
Pennsylvania
$6.8M 124,962 +41,200 +49%
BJ
23
Brouwer & Janachowski
California
$6.64M 121,986 -1,691 -1%
PWSG
24
Pacific Wealth Strategies Group
California
$5.49M 100,966 +35,220 +54%
EWA
25
Exencial Wealth Advisors
Oklahoma
$5.11M 93,894 +5,288 +6%
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