FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

254 hedge funds and large institutions have $4.16B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
24
Increased
92
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B
2
CST
2
Charles Schwab Trust
Nevada
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$19.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.31M
5
WA
5
Waddell & Associates
Tennessee
$50.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$550K
2
Jane Street
2
Jane Street
New York
$272K
3
FTUS
3
Flow Traders U.S.
New York
$662K
4
CC
4
Callan Capital
California
$12.3M
5
UBS Group
5
UBS Group
Switzerland
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B 86,399,960 +3,697,974 +4%
WA
2
Waddell & Associates
Tennessee
$50.1M 1,177,940 +44,804 +4%
CGL
3
Clarius Group LLC
Washington
$45.2M 1,063,903 +29,909 +3%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$20.2M 474,157 +7,943 +2%
Ameriprise
5
Ameriprise
Minnesota
$19.8M 465,203 +64,439 +16%
MWP
6
Moller Wealth Partners
$19.7M 464,305 -2,796 -0.6%
RCA
7
Resonant Capital Advisors
Wisconsin
$16.4M 385,305 +14,528 +4%
FPF
8
First Pacific Financial
Washington
$16.3M 382,321 -4,080 -1%
GAM
9
Gemmer Asset Management
California
$15.9M 374,630 +2,882 +0.8%
PC
10
Prairiewood Capital
North Dakota
$13.4M 314,534 +3,794 +1%
AFA
11
Arlington Financial Advisors
California
$13.2M 311,016 -11,920 -4%
CC
12
Callan Capital
California
$12.3M 289,698 -48,409 -14%
LNC
13
Lincoln National Corp
Pennsylvania
$11.8M 277,848 +13,664 +5%
FM
14
Foster & Motley
Ohio
$10.9M 257,411 -12,083 -4%
KCM
15
Kathmere Capital Management
Pennsylvania
$10.9M 255,601 -17,840 -7%
JWM
16
Janiczek Wealth Management
Colorado
$10.2M 232,322 -5,613 -2%
ML
17
McAdam LLC
Pennsylvania
$7.9M 185,718 -6,520 -3%
SC
18
Savant Capital
Illinois
$6.88M 161,804 +1,923 +1%
Morgan Stanley
19
Morgan Stanley
New York
$6.12M 143,935 +4,910 +4%
EWA
20
Exencial Wealth Advisors
Oklahoma
$5.87M 138,137 +1,758 +1%
BIA
21
Bell Investment Advisors
California
$5.67M 133,333 +32,450 +32%
SPA
22
Shore Point Advisors
New Jersey
$5.54M 130,323 -566 -0.4%
JBA
23
Johnson Bixby & Associates
Washington
$5.18M 121,700 -23,036 -16%
OWM
24
Opes Wealth Management
California
$4.82M 113,433 +4,345 +4%
SSWG
25
Seven Springs Wealth Group
Tennessee
$4.8M 112,829 +9,058 +9%
1
2 3 4 5