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Schwab Fundamental US Small Company Index ETF

114 hedge funds and large institutions have $2.09B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
45
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.38M 37,166 -754 -2%
AEPG
27
American Economic Planning Group
New Jersey
$1.27M 34,105 +34,105 New
AI
28
Atria Investments
North Carolina
$1.27M 34,105 +34,105 New
PWSG
29
Pacific Wealth Strategies Group
California
$1.23M 32,925 +2,737 +9%
VNA
30
Valley National Advisers
Pennsylvania
$1.12M 30,024 -1,257 -4%
FC
31
Financial Consulate
Maryland
$1.09M 29,371 +1,891 +7%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$986K 26,484 -5,549 -17%
WCF
33
West Coast Financial
California
$965K 25,912 -337 -1%
CA
34
Cambridge Advisors
Nebraska
$804K 21,596 +137 +0.6%
TRCT
35
Tower Research Capital (TRC)
New York
$773K 20,745 -1,665 -7%
TIM
36
Total Investment Management
Arizona
$770K 20,669 +2,458 +13%
Citadel Advisors
37
Citadel Advisors
Florida
$739K 19,853 -4,591 -19%
JWM
38
Janiczek Wealth Management
Colorado
$737K 19,796 +11,121 +128%
SC
39
Scotia Capital
Ontario, Canada
$676K 18,146 +10,062 +124%
FWP
40
FAS Wealth Partners
Kansas
$670K 17,987 +918 +5%
Creative Planning
41
Creative Planning
Kansas
$630K 16,909 +4,137 +32%
LPL Financial
42
LPL Financial
California
$598K 16,062 +6,568 +69%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$587K 15,750
BTS
44
BB&T Securities
Virginia
$580K 15,588 -13,924 -47%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$514K 13,806 -36,542 -73%
RCA
46
Rowland Carmichael Advisors
Arizona
$494K 13,278 +571 +4%
M&T Bank
47
M&T Bank
New York
$484K 12,990
Bank of America
48
Bank of America
North Carolina
$467K 12,527 +842 +7%
PP
49
PrairieView Partners
Minnesota
$442K 11,877 +3,441 +41%
AF
50
Advisornet Financial
Minnesota
$427K 11,468