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Schwab Fundamental US Small Company Index ETF

71 hedge funds and large institutions have $1.37B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $1.18B → $1.37B (+$192M)

9% more funds holding

Funds holding: 6571 (+6)

2.77% more ownership

Funds ownership: 142.87%145.63% (+2.8%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
12
Increased
34
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Financial Consulate
Maryland
$748K +$95.2K +5,510 +15%
PWSG
27
Pacific Wealth Strategies Group
California
$676K +$79.3K +4,592 +13%
TIM
28
Total Investment Management
Arizona
$639K +$19.6K +1,136 +3%
FWP
29
FAS Wealth Partners
Kansas
$633K +$33.8K +1,954 +6%
TRCT
30
Tower Research Capital (TRC)
New York
$632K -$780K -45,164 -55%
CA
31
Cambridge Advisors
Nebraska
$631K +$44.4K +2,570 +8%
AG
32
Advisor Group
Arizona
$575K -$66.3K -3,836 -10%
REMPR
33
Roof Eidam Maycock Peralta (REMP)
California
$547K
M&T Bank
34
M&T Bank
New York
$451K +$64.8K +3,750 +17%
SWP
35
Stratos Wealth Partners
Ohio
$448K +$39.1K +2,260 +10%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$427K -$1.22M -70,860 -74%
Ameriprise
37
Ameriprise
Minnesota
$418K +$179K +10,376 +76%
RCA
38
Rowland Carmichael Advisors
Arizona
$413K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$392K +$150K +8,694 +63%
CFA
40
Cahill Financial Advisors
Minnesota
$390K +$101K +5,852 +35%
LPL Financial
41
LPL Financial
California
$294K +$12.1K +698 +4%
Creative Planning
42
Creative Planning
Kansas
$291K +$85.6K +4,952 +42%
JWM
43
Janiczek Wealth Management
Colorado
$291K +$289K +16,732 New
LA
44
LVW Advisors
New York
$280K +$484 +28 +0.2%
SC
45
Scotia Capital
Ontario, Canada
$260K -$440K -25,454 -63%
WA
46
WESPAC Advisors
California
$233K +$5.22K +302 +2%
SM
47
Sciencast Management
New Jersey
$232K +$231K +13,380 New
CFA
48
Carroll Financial Associates
North Carolina
$230K
Bank of America
49
Bank of America
North Carolina
$217K -$101K -5,828 -32%
BTS
50
BB&T Securities
Virginia
$211K +$210K +12,168 New