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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.

Holders
255
Holders Change
-17
Holders Change %
-6.25%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
26
Increased
98
Reduced
69
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
SSWG
3
Seven Springs Wealth Group
Tennessee
$4.7M
4
BIA
4
Bell Investment Advisors
California
$4.57M
5
Jane Street
5
Jane Street
New York
$3.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PWSG
2
Pacific Wealth Strategies Group
California
$2.71M
3
GW
3
GW & Wade
Massachusetts
$0
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MG
5
Mather Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.74B 82,701,986 +19,372,081 +31%
WA
2
Waddell & Associates
Tennessee
$51.3M 1,133,136 +390,087 +52%
CGL
3
Clarius Group LLC
Washington
$46.8M 1,033,994 +18,575 +2%
MWP
4
Moller Wealth Partners
$21.1M 467,101 +32,088 +7%
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$21.1M 466,214 +8,165 +2%
Ameriprise
6
Ameriprise
Minnesota
$18.1M 400,764 +15,077 +4%
FPF
7
First Pacific Financial
Washington
$17.5M 386,401 -8,014 -2%
GAM
8
Gemmer Asset Management
California
$16.8M 371,748 -11,876 -3%
RCA
9
Resonant Capital Advisors
Wisconsin
$16.8M 370,777 +2,057 +0.6%
CC
10
Callan Capital
California
$15.3M 338,107 +60,201 +22%
AFA
11
Arlington Financial Advisors
California
$14.6M 322,936 +1,862 +0.6%
PC
12
Prairiewood Capital
North Dakota
$14.1M 310,740 +1,262 +0.4%
KCM
13
Kathmere Capital Management
Pennsylvania
$12.4M 273,441 +21,002 +8%
FM
14
Foster & Motley
Ohio
$12.2M 269,494 +2,968 +1%
LNC
15
Lincoln National Corp
Pennsylvania
$12M 264,184 +921 +0.3%
JWM
16
Janiczek Wealth Management
Colorado
$11.8M 237,935 -4,839 -2%
ML
17
McAdam LLC
Pennsylvania
$8.7M 192,238 -21,188 -10%
SC
18
Savant Capital
Illinois
$7.24M 159,881 -297 -0.2%
JBA
19
Johnson Bixby & Associates
Washington
$6.55M 144,736 +16,414 +13%
Morgan Stanley
20
Morgan Stanley
New York
$6.29M 139,025 +9,482 +7%
EWA
21
Exencial Wealth Advisors
Oklahoma
$6.17M 136,379 +7,953 +6%
UBS Group
22
UBS Group
Switzerland
$5.94M 131,187 +54,780 +72%
SPA
23
Shore Point Advisors
New Jersey
$5.92M 130,889 -1,563 -1%
PMG
24
ProVise Management Group
Florida
$5.33M 117,679 -2,645 -2%
Cerity Partners
25
Cerity Partners
New York
$5.24M 116,128 +444 +0.4%
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