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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

241 hedge funds and large institutions have $3.7B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 21 closing their positions.

Holders
241
Holders Change
+12
Holders Change %
+5.24%
% of All Funds
4.23%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
36
Increased
74
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.2B
2
KAS
2
Kestra Advisory Services
Texas
$6.72M
3
TNA
3
True North Advisors
Texas
$5.3M
4
MFW
4
Meristem Family Wealth
Minnesota
$4.44M
5
Bank of America
5
Bank of America
North Carolina
$4.34M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$6.46M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$0
3
GW
3
GW & Wade
Massachusetts
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$521K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.2B 60,744,644 +2,017,789 +3%
CGL
2
Clarius Group LLC
Washington
$51.3M 973,916 +17,877 +2%
WA
3
Waddell & Associates
Tennessee
$37.8M 717,618 +17,187 +2%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$23.1M 438,059 +9,659 +2%
MWP
5
Moller Wealth Partners
$21.8M 414,036 +11,368 +3%
FPF
6
First Pacific Financial
Washington
$20.2M 383,983 +10,621 +3%
RCA
7
Resonant Capital Advisors
Wisconsin
$17.9M 340,399 +19,889 +6%
GAM
8
Gemmer Asset Management
California
$16.9M 320,761 +23,468 +8%
AFA
9
Arlington Financial Advisors
California
$16.8M 318,540 +1,902 +0.6%
Ameriprise
10
Ameriprise
Minnesota
$14.9M 282,595 +4,220 +2%
LNC
11
Lincoln National Corp
Pennsylvania
$14.3M 270,779 -1,859 -0.7%
CST
12
Charles Schwab Trust
Nevada
$13.4M 255,299 +2,806 +1%
FM
13
Foster & Motley
Ohio
$13.4M 254,524 +9,357 +4%
JWM
14
Janiczek Wealth Management
Colorado
$12.7M 241,749 -6,487 -3%
PC
15
Prairiewood Capital
North Dakota
$12.1M 229,322 +11,514 +5%
CC
16
Callan Capital
California
$11.8M 223,798 +52,421 +31%
ML
17
McAdam LLC
Pennsylvania
$11.8M 223,715 -13,030 -6%
SC
18
Savant Capital
Illinois
$8.63M 163,773 +12,464 +8%
KCM
19
Kathmere Capital Management
Pennsylvania
$7.8M 148,065 +23,103 +18%
COF
20
Capital One Financial
Virginia
$7.73M 146,656 -10,071 -6%
Morgan Stanley
21
Morgan Stanley
New York
$7.08M 134,381 +527 +0.4%
KAS
22
Kestra Advisory Services
Texas
$6.72M 127,639 +127,639 New
PMG
23
ProVise Management Group
Florida
$6.59M 125,003 -2,029 -2%
BCI
24
Brinker Capital Investments
Pennsylvania
$6.46M 122,636 -721,773 -85%
BJ
25
Brouwer & Janachowski
California
$6.34M 120,335 -1,651 -1%
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