FNDA icon

Schwab Fundamental US Small Company Index ETF

65 hedge funds and large institutions have $1.18B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
9
Increased
30
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
26
West Coast Financial
California
$960K -$3.06K -176 -0.3%
SC
27
Scotia Capital
Ontario, Canada
$701K +$269K +15,514 +62%
FC
28
Financial Consulate
Maryland
$651K +$81.7K +4,706 +14%
AG
29
Advisor Group
Arizona
$641K -$464K -26,738 -42%
SG Americas Securities
30
SG Americas Securities
New York
$635K +$635K +36,580 New
TIM
31
Total Investment Management
Arizona
$619K -$8.27K -476 -1%
FWP
32
FAS Wealth Partners
Kansas
$598K +$20.8K +1,198 +4%
PWSG
33
Pacific Wealth Strategies Group
California
$595K +$82.1K +4,732 +16%
CA
34
Cambridge Advisors
Nebraska
$586K +$51.2K +2,952 +10%
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$547K
UBS Group
36
UBS Group
Switzerland
$539K +$79.2K +4,566 +17%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$423K +$174K +10,044 +70%
RCA
38
Rowland Carmichael Advisors
Arizona
$412K
SWP
39
Stratos Wealth Partners
Ohio
$408K +$408K +23,482 New
M&T Bank
40
M&T Bank
New York
$386K
VKH
41
Virtu KCG Holdings
New York
$359K -$99.9K -5,760 -22%
Bank of America
42
Bank of America
North Carolina
$317K +$82.1K +4,734 +35%
CFA
43
Cahill Financial Advisors
Minnesota
$288K
LA
44
LVW Advisors
New York
$279K -$69 -4 -0%
LPL Financial
45
LPL Financial
California
$278K -$2.64K -154 -0.9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$241K -$87.2K -5,022 -27%
Ameriprise
47
Ameriprise
Minnesota
$238K -$5.67K -326 -2%
CFA
48
Carroll Financial Associates
North Carolina
$230K +$229K +13,222 +28,743%
WA
49
WESPAC Advisors
California
$227K
Creative Planning
50
Creative Planning
Kansas
$205K +$135K +7,782 +193%