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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

136 hedge funds and large institutions have $2.78B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
53
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.31B
2
BCI
2
Brinker Capital Investments
Pennsylvania
$34.7M
3
Jane Street
3
Jane Street
New York
$3.25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.22M
5
FCAS
5
First Command Advisory Services
Texas
$269M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$1.47M
2
CW
2
CreativeOne Wealth
Kansas
$8.38M
3
BJ
3
Brouwer & Janachowski
California
$19.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FWM
5
Frontier Wealth Management
Missouri
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SVA Wealth Management
Wisconsin
$1.47M 36,205 -77,688 -68%
AEPG
27
American Economic Planning Group
New Jersey
$1.41M 34,678 +154 +0.4%
AI
28
Atria Investments
North Carolina
$1.38M 33,998 -149 -0.4%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.38M 33,954 +7,470 +28%
PWSG
30
Pacific Wealth Strategies Group
California
$1.37M 33,615 +152 +0.5%
VNA
31
Valley National Advisers
Pennsylvania
$1.32M 32,358 +1,465 +5%
FC
32
Financial Consulate
Maryland
$1.31M 32,090 +725 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$1.17M 28,643 +11,738 +69%
CCA
34
Cobblestone Capital Advisors
New York
$1.07M 26,208 -3,835 -13%
WCF
35
West Coast Financial
California
$1.05M 25,725 +1,267 +5%
Creative Planning
36
Creative Planning
Kansas
$1.02M 25,084 +6,097 +32%
CA
37
Cambridge Advisors
Nebraska
$879K 21,588 -15 -0.1%
TIM
38
Total Investment Management
Arizona
$835K 20,504 -186 -0.9%
CC
39
Callan Capital
California
$792K 19,456 +19,456 New
FWP
40
FAS Wealth Partners
Kansas
$735K 18,052 -15 -0.1%
JWM
41
Janiczek Wealth Management
Colorado
$727K 17,862 -2,015 -10%
SC
42
Scotia Capital
Ontario, Canada
$718K 17,632 -514 -3%
Bank of America
43
Bank of America
North Carolina
$656K 16,093 +1,311 +9%
LPL Financial
44
LPL Financial
California
$653K 16,025 +2,081 +15%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$641K 15,750 – –
GC
46
Gratus Capital
Georgia
$619K 15,501 +15,501 New
FM
47
Foster & Motley
Ohio
$585K 14,359 +358 +3%
MIH
48
Madison Investment Holdings
Wisconsin
$558K 13,692 +782 +6%
PP
49
PrairieView Partners
Minnesota
$542K 13,319 +1,445 +12%
Morgan Stanley
50
Morgan Stanley
New York
$533K 13,095 +7,099 +118%
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