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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

295 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.

Holders
295
Holders Change
+41
Holders Change %
+16.14%
% of All Funds
4.76%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
70
Increased
95
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B
2
UBS Group
2
UBS Group
Switzerland
$27.4M
3
PPW
3
Pasadena Private Wealth
California
$9.51M
4
IIC
4
Ironwood Investment Counsel
Arizona
$7.19M
5
BIA
5
Bell Investment Advisors
California
$11.5M

Top Sellers

1
TNA
1
True North Advisors
Texas
$0
2
WTA
2
Washington Trust Advisors
Massachusetts
$1.09M
3
TRCT
3
Tower Research Capital (TRC)
New York
$313K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$15.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B 87,682,458 +1,282,498 +1%
WA
2
Waddell & Associates
Tennessee
$56.5M 1,209,936 +31,996 +3%
CGL
3
Clarius Group LLC
Washington
$49.8M 1,066,896 +2,993 +0.3%
UBS Group
4
UBS Group
Switzerland
$27.4M 586,772 +503,466 +604%
Ameriprise
5
Ameriprise
Minnesota
$25.6M 549,934 +84,731 +18%
MWP
6
Moller Wealth Partners
$23.1M 493,444 +29,139 +6%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$22.3M 476,348 +2,191 +0.5%
FPF
8
First Pacific Financial
Washington
$18.6M 398,882 +16,561 +4%
PC
9
Prairiewood Capital
North Dakota
$17.1M 365,445 +50,911 +16%
RCA
10
Resonant Capital Advisors
Wisconsin
$15.9M 340,170 -45,135 -12%
GAM
11
Gemmer Asset Management
California
$15.8M 338,793 -35,837 -10%
CC
12
Callan Capital
California
$15M 321,941 +32,243 +11%
AFA
13
Arlington Financial Advisors
California
$13.7M 292,329 -18,687 -6%
LNC
14
Lincoln National Corp
Pennsylvania
$12.9M 276,876 -972 -0.3%
JWM
15
Janiczek Wealth Management
Colorado
$12.5M 249,211 +16,889 +7%
KCM
16
Kathmere Capital Management
Pennsylvania
$12.3M 263,152 +7,551 +3%
ML
17
McAdam LLC
Pennsylvania
$12.1M 217,488 +31,770 +17%
FM
18
Foster & Motley
Ohio
$11.5M 247,191 -10,220 -4%
BIA
19
Bell Investment Advisors
California
$11.5M 246,127 +112,794 +85%
PPW
20
Pasadena Private Wealth
California
$9.51M 203,487 +203,487 New
IIC
21
Ironwood Investment Counsel
Arizona
$7.19M 153,805 +132,648 +627%
SC
22
Savant Capital
Illinois
$7.02M 150,288 -11,516 -7%
SPA
23
Shore Point Advisors
New Jersey
$6.65M 142,382 +12,059 +9%
MWM
24
Madison Wealth Management
Ohio
$6.45M 138,047 +27,510 +25%
Morgan Stanley
25
Morgan Stanley
New York
$6.41M 137,135 -6,800 -5%
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