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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
55
Increased
89
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.47B
2
SPA
2
Shore Point Advisors
New Jersey
$7.39M
3
RWA
3
Rainsberger Wealth Advisors
Colorado
$6.4M
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$6.4M
5
Cerity Partners
5
Cerity Partners
New York
$6.58M

Top Sellers

1
CST
1
Charles Schwab Trust
Nevada
$556K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
SWM
3
Southern Wealth Management
Texas
$342K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.47B 62,356,187 +1,611,543 +3%
CGL
2
Clarius Group LLC
Washington
$56.5M 1,015,419 +41,503 +4%
WA
3
Waddell & Associates
Tennessee
$40.1M 721,689 +4,071 +0.6%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$24.5M 439,738 +1,679 +0.4%
MWP
5
Moller Wealth Partners
$22.9M 411,299 -2,737 -0.7%
FPF
6
First Pacific Financial
Washington
$21.3M 383,882 -101 -0%
RCA
7
Resonant Capital Advisors
Wisconsin
$19.8M 355,829 +15,430 +5%
GAM
8
Gemmer Asset Management
California
$19.7M 354,704 +33,943 +11%
Ameriprise
9
Ameriprise
Minnesota
$19.5M 351,472 +68,877 +24%
AFA
10
Arlington Financial Advisors
California
$18M 323,186 +4,646 +1%
LNC
11
Lincoln National Corp
Pennsylvania
$14.6M 263,419 -7,360 -3%
FM
12
Foster & Motley
Ohio
$14.4M 258,709 +4,185 +2%
JWM
13
Janiczek Wealth Management
Colorado
$13.7M 246,306 +4,557 +2%
PC
14
Prairiewood Capital
North Dakota
$13M 234,319 +4,997 +2%
CC
15
Callan Capital
California
$13M 233,665 +9,867 +4%
ML
16
McAdam LLC
Pennsylvania
$12.1M 217,488 -6,227 -3%
KCM
17
Kathmere Capital Management
Pennsylvania
$9.47M 170,212 +22,147 +15%
SC
18
Savant Capital
Illinois
$9.06M 162,838 -935 -0.6%
Morgan Stanley
19
Morgan Stanley
New York
$7.6M 136,665 +2,284 +2%
SPA
20
Shore Point Advisors
New Jersey
$7.39M 132,854 +132,854 New
COF
21
Capital One Financial
Virginia
$7.33M 131,737 -14,919 -10%
PWSG
22
Pacific Wealth Strategies Group
California
$7.22M 129,881 +14,445 +13%
PMG
23
ProVise Management Group
Florida
$6.84M 122,915 -2,088 -2%
Cerity Partners
24
Cerity Partners
New York
$6.58M 118,299 +114,297 +2,856%
RWA
25
Rainsberger Wealth Advisors
Colorado
$6.4M 115,087 +115,087 New
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