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Schwab Fundamental US Small Company Index ETF

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
226
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +20 New
CFD
227
Creative Financial Designs
Indiana
$1K +$1K +28 New
GWM
228
Geneos Wealth Management
Colorado
$1K +$1K +38 New
TNA
229
True North Advisors
Texas
-$4.43M -174,728 Closed
TIM
230
Total Investment Management
Arizona
-$590K -45,640 Closed
Goldman Sachs
231
Goldman Sachs
New York
-$420K -16,570 Closed
EWA
232
EP Wealth Advisors
California
-$386K -15,232 Closed
CBT
233
Capital Bank & Trust
California
-$289K -11,390 Closed
APG
234
Abacus Planning Group
South Carolina
-$234K -9,224 Closed
Truist Financial
235
Truist Financial
North Carolina
-$209K -8,248 Closed
VFA
236
Valeo Financial Advisors
Indiana
-$179K -7,078 Closed
LGWM
237
Litman Gregory Wealth Management
California
-$127K -5,002 Closed
VBCG
238
Valley Brook Capital Group
Pennsylvania
-$81K -3,212 Closed
AIC
239
Ameritas Investment Company
Nebraska
-$39K -1,538 Closed
CIAS
240
Capital Investment Advisory Services
North Carolina
-$31K -1,228 Closed
QCG
241
Quadrant Capital Group
Ohio
-$31K -1,212 Closed
SIS
242
Sound Income Strategies
Florida
-$12.1K -476 Closed
EW
243
Evoke Wealth
California
-$10K -400 Closed
GT
244
Glenmede Trust
Pennsylvania
-$6K -256 Closed
WAP
245
Wealthcare Advisory Partners
Pennsylvania
-$5K -204 Closed
HI
246
Harbour Investments
Wisconsin
-$4K -146 Closed
TRCT
247
Tower Research Capital (TRC)
New York
-$4K -142 Closed
DWMG
248
DB Wealth Management Group
California
-$2K -98 Closed
DOA
249
D'Orazio & Associates
Virginia
-$2K -60 Closed
AssetMark Inc
250
AssetMark Inc
California
-$1K -32 Closed