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Schwab Fundamental US Small Company Index ETF

293 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.69%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
30
Increased
127
Reduced
72
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.28B 87,958,730 +276,272 +0.3%
WA
2
Waddell & Associates
Tennessee
$59.1M 1,214,056 +4,120 +0.3%
CGL
3
Clarius Group LLC
Washington
$52.5M 1,078,351 +11,455 +1%
UBS Group
4
UBS Group
Switzerland
$29.1M 598,566 +11,794 +2%
Ameriprise
5
Ameriprise
Minnesota
$26.9M 553,452 +3,518 +0.6%
MWP
6
Moller Wealth Partners
$24.2M 497,229 +3,785 +0.8%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$23.6M 484,229 +7,881 +2%
RCA
8
Resonant Capital Advisors
Wisconsin
$20M 411,602 +71,432 +21%
PC
9
Prairiewood Capital
North Dakota
$19.6M 402,868 +37,423 +10%
FPF
10
First Pacific Financial
Washington
$19.4M 399,175 +293 +0.1%
GAM
11
Gemmer Asset Management
California
$17.3M 355,751 +16,958 +5%
AFA
12
Arlington Financial Advisors
California
$17M 349,898 +57,569 +20%
CC
13
Callan Capital
California
$16.1M 330,259 +8,318 +3%
LNC
14
Lincoln National Corp
Pennsylvania
$15.9M 326,646 +49,770 +18%
JWM
15
Janiczek Wealth Management
Colorado
$15.7M 326,898 +77,687 +31%
BIA
16
Bell Investment Advisors
California
$13.9M 285,328 +39,201 +16%
KCM
17
Kathmere Capital Management
Pennsylvania
$12.8M 263,782 +630 +0.2%
FM
18
Foster & Motley
Ohio
$12.1M 249,022 +1,831 +0.7%
PPW
19
Pasadena Private Wealth
California
$8.52M 175,069 -28,418 -14%
ML
20
McAdam LLC
Pennsylvania
$8.46M 173,750 -43,738 -20%
Morgan Stanley
21
Morgan Stanley
New York
$7.74M 159,100 +21,965 +16%
MWM
22
Madison Wealth Management
Ohio
$7.53M 154,705 +16,658 +12%
Mariner
23
Mariner
Kansas
$7.52M 154,510 +17,750 +13%
SC
24
Savant Capital
Illinois
$7.38M 151,630 +1,342 +0.9%
Bank of America
25
Bank of America
North Carolina
$7.03M 144,351 +50,073 +53%