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Schwab Fundamental US Small Company Index ETF

48 hedge funds and large institutions have $719M invested in Schwab Fundamental US Small Company Index ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
6
Increased
16
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$469K +$81K +5,200 +21%
FC
27
Financial Consulate
Maryland
$395K +$9.34K +600 +2%
RCA
28
Rowland Carmichael Advisors
Arizona
$370K
M&T Bank
29
M&T Bank
New York
$346K
LA
30
LVW Advisors
New York
$261K -$11.7K -748 -4%
Ameriprise
31
Ameriprise
Minnesota
$211K -$13.3K -850 -6%
SCM
32
SOL Capital Management
Maryland
$209K +$209K +13,410 New
WA
33
WESPAC Advisors
California
$204K -$203K -13,028 -50%
Bank of America
34
Bank of America
North Carolina
$185K -$26.8K -1,716 -13%
Wells Fargo
35
Wells Fargo
California
$151K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$100K -$58.3K -3,714 -37%
UBS Group
37
UBS Group
Switzerland
$74K +$74K +4,738 New
Citigroup
38
Citigroup
New York
$65K -$743 -48 -1%
Creative Planning
39
Creative Planning
Kansas
$50K -$9.65K -624 -16%
US Bancorp
40
US Bancorp
Minnesota
$39K
ADL
41
Asset Dedication LLC
California
$10K
Morgan Stanley
42
Morgan Stanley
New York
$6K
WA
43
Winfield Associates
Ohio
$3K
BlackRock
44
BlackRock
New York
$3K +$2.58K +182 +607%
MFS
45
MSI Financial Services
Massachusetts
$2K +$684 +52 +52%
Citadel Advisors
46
Citadel Advisors
Florida
-$758K -51,686 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$295K -20,118 Closed
SIM
48
Sonora Investment Management
Arizona
-$9.3K -634 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
-$6K -442 Closed