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Schwab Fundamental US Small Company Index ETF

303 hedge funds and large institutions have $5.31B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 73 reducing their positions, and 27 closing their positions.

Holders
303
Holders Change
+10
Holders Change %
+3.41%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
39
Increased
119
Reduced
73
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.56B 90,324,596 +2,365,866 +3%
WA
2
Waddell & Associates
Tennessee
$62.1M 1,231,583 +17,527 +1%
CGL
3
Clarius Group LLC
Washington
$55M 1,090,761 +12,410 +1%
Morgan Stanley
4
Morgan Stanley
New York
$37.9M 751,559 +592,459 +372%
Ameriprise
5
Ameriprise
Minnesota
$27.7M 547,543 -5,909 -1%
MWP
6
Moller Wealth Partners
$26.1M 516,894 +19,665 +4%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$25.1M 496,793 +12,564 +3%
PC
8
Prairiewood Capital
North Dakota
$21.4M 424,333 +21,465 +5%
FPF
9
First Pacific Financial
Washington
$20.7M 410,516 +11,341 +3%
RCA
10
Resonant Capital Advisors
Wisconsin
$20.2M 399,961 -11,641 -3%
GAM
11
Gemmer Asset Management
California
$18.9M 375,209 +19,458 +5%
AFA
12
Arlington Financial Advisors
California
$18.1M 357,888 +7,990 +2%
UBS Group
13
UBS Group
Switzerland
$17.4M 344,388 -254,178 -42%
CC
14
Callan Capital
California
$16.5M 327,489 -2,770 -0.8%
JWM
15
Janiczek Wealth Management
Colorado
$16.2M 321,796 -5,102 -2%
BIA
16
Bell Investment Advisors
California
$16.1M 319,937 +34,609 +12%
LNC
17
Lincoln National Corp
Pennsylvania
$15.9M 316,005 -10,641 -3%
KCM
18
Kathmere Capital Management
Pennsylvania
$13.7M 272,514 +8,732 +3%
FM
19
Foster & Motley
Ohio
$12.8M 252,834 +3,812 +2%
BCI
20
Brinker Capital Investments
Pennsylvania
$10.3M 203,620 +91,346 +81%
OPS
21
Orion Portfolio Solutions
Nebraska
$10.3M 203,620 +91,346 +81%
ML
22
McAdam LLC
Pennsylvania
$8.63M 170,973 -2,777 -2%
AI
23
Accredited Investors
Minnesota
$8.17M 161,916 +90,946 +128%
MWM
24
Madison Wealth Management
Ohio
$8.07M 159,905 +5,200 +3%
Mariner
25
Mariner
Kansas
$8.04M 159,313 +4,803 +3%