FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

126 hedge funds and large institutions have $2.59B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
24
Increased
51
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$261M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.16B
3
SWM
3
SVA Wealth Management
Wisconsin
$4.55M
4
UBS Group
4
UBS Group
Switzerland
$3.43M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$5.23M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$20.2M
2
CW
2
CreativeOne Wealth
Kansas
$11.3M
3
Jane Street
3
Jane Street
New York
$0
4
DPA
4
Delphi Private Advisors
California
$7.06M
5
BTS
5
BB&T Securities
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.36M 34,147 +42 +0.1%
PWSG
27
Pacific Wealth Strategies Group
California
$1.34M 33,463 +538 +2%
FC
28
Financial Consulate
Maryland
$1.25M 31,365 +1,994 +7%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.24M 31,148 +17,342 +126%
VNA
30
Valley National Advisers
Pennsylvania
$1.23M 30,893 +869 +3%
CCA
31
Cobblestone Capital Advisors
New York
$1.2M 30,043 -8,842 -23%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$986K 26,484 – –
WCF
33
West Coast Financial
California
$976K 24,458 -1,454 -6%
CA
34
Cambridge Advisors
Nebraska
$862K 21,603 +7 +0%
TIM
35
Total Investment Management
Arizona
$826K 20,690 +21 +0.1%
JWM
36
Janiczek Wealth Management
Colorado
$793K 19,877 +81 +0.4%
Creative Planning
37
Creative Planning
Kansas
$758K 18,987 +2,078 +12%
FWP
38
FAS Wealth Partners
Kansas
$721K 18,067 +80 +0.4%
SC
39
Scotia Capital
Ontario, Canada
$676K 18,146 – –
Citadel Advisors
40
Citadel Advisors
Florida
$675K 16,905 -2,948 -15%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$629K 15,750 – –
Bank of America
42
Bank of America
North Carolina
$589K 14,782 +2,255 +18%
TRCT
43
Tower Research Capital (TRC)
New York
$559K 14,004 -6,741 -32%
FM
44
Foster & Motley
Ohio
$559K 14,001 +5,358 +62%
LPL Financial
45
LPL Financial
California
$557K 13,944 -2,118 -13%
M&T Bank
46
M&T Bank
New York
$518K 12,990 – –
MIH
47
Madison Investment Holdings
Wisconsin
$515K 12,910 +3,173 +33%
RCA
48
Rowland Carmichael Advisors
Arizona
$514K 12,889 -389 -3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$475K 11,874 +2,927 +33%
PP
50
PrairieView Partners
Minnesota
$474K 11,874 -3 -0%
1
2
3 4 5