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Schwab Fundamental US Small Company Index ETF

304 hedge funds and large institutions have $5.24B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
37
Increased
124
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.48B 92,295,729 +1,971,133 +2%
WA
2
Waddell & Associates
Tennessee
$60.4M 1,245,374 +13,791 +1%
CGL
3
Clarius Group LLC
Washington
$53.3M 1,098,625 +7,864 +0.7%
Ameriprise
4
Ameriprise
Minnesota
$41.4M 853,747 +306,204 +56%
Morgan Stanley
5
Morgan Stanley
New York
$37.9M 780,967 +29,408 +4%
MWP
6
Moller Wealth Partners
$24.9M 512,926 -3,968 -0.8%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$24.2M 498,793 +2,000 +0.4%
PC
8
Prairiewood Capital
North Dakota
$22.1M 455,135 +30,802 +7%
FPF
9
First Pacific Financial
Washington
$20M 412,068 +1,552 +0.4%
RCA
10
Resonant Capital Advisors
Wisconsin
$19.5M 402,801 +2,840 +0.7%
UBS Group
11
UBS Group
Switzerland
$18.3M 377,291 +32,903 +10%
GAM
12
Gemmer Asset Management
California
$18.2M 374,395 -814 -0.2%
AFA
13
Arlington Financial Advisors
California
$17.7M 365,491 +7,603 +2%
BIA
14
Bell Investment Advisors
California
$16.4M 339,108 +19,171 +6%
JWM
15
Janiczek Wealth Management
Colorado
$15.8M 325,841 +4,045 +1%
CC
16
Callan Capital
California
$15.8M 325,400 -2,089 -0.6%
LNC
17
Lincoln National Corp
Pennsylvania
$15.1M 311,565 -4,440 -1%
KCM
18
Kathmere Capital Management
Pennsylvania
$13.9M 286,493 +13,979 +5%
FM
19
Foster & Motley
Ohio
$11.9M 244,884 -7,950 -3%
AI
20
Accredited Investors
Minnesota
$9.78M 201,706 +39,790 +25%
ML
21
McAdam LLC
Pennsylvania
$8.27M 170,469 -504 -0.3%
MWM
22
Madison Wealth Management
Ohio
$8.22M 169,417 +9,512 +6%
Bank of America
23
Bank of America
North Carolina
$8.08M 166,561 +7,296 +5%
SC
24
Savant Capital
Illinois
$7.45M 153,678 +2,400 +2%
JBA
25
Johnson Bixby & Associates
Washington
$7.35M 151,607 +4,694 +3%