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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

151 hedge funds and large institutions have $2.58B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
3.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
18
Increased
56
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.33B
2
CGL
2
Clarius Group LLC
Washington
$15M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.43M
4
Ameriprise
4
Ameriprise
Minnesota
$9.51M
5
MWP
5
Moller Wealth Partners
$3.59M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$47K
2
BCI
2
Brinker Capital Investments
Pennsylvania
$6.95M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$219K
4
TYCC
4
Texas Yale Capital Corp
Florida
$3.17M
5
UCFA
5
United Capital Financial Advisors
Texas
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
26
Financial Architects (New Jersey)
New Jersey
$2.91M -$23.4K -1,244 -0.8%
FSWA
27
Financial Synergies Wealth Advisors
Texas
$2.89M +$416K +22,062 +17%
MAG
28
Mokosak Advisory Group
Iowa
$2.83M -$12.5K -666 -0.4%
TA
29
Tiedemann Advisors
New York
$2.6M -$311K -16,428 -11%
FWM
30
Frontier Wealth Management
Missouri
$2.44M -$70.1K -3,718 -3%
RWM
31
Reston Wealth Management
Virginia
$2.41M +$27.4K +1,452 +1%
Bank of America
32
Bank of America
North Carolina
$2.27M +$67.3K +3,572 +3%
Mariner
33
Mariner
Kansas
$1.87M +$443K +23,496 +31%
WA
34
Waddell & Associates
Tennessee
$1.78M +$1.78M +94,406 New
HWA
35
HHM Wealth Advisors
Tennessee
$1.5M – – –
PWSG
36
Pacific Wealth Strategies Group
California
$1.44M +$14.8K +786 +1%
VNA
37
Valley National Advisers
Pennsylvania
$1.43M -$14.2K -754 -1%
AEPG
38
American Economic Planning Group
New Jersey
$1.43M +$41.5K +2,204 +3%
HFS
39
Howard Financial Services
Texas
$1.39M -$18.2K -964 -1%
HFA
40
Huber Financial Advisors
Illinois
$1.37M +$162K +8,616 +13%
Creative Planning
41
Creative Planning
Kansas
$1.2M +$83.1K +4,412 +7%
Jane Street
42
Jane Street
New York
$1.14M +$1.14M +60,598 New
EFS
43
Econ Financial Services
Pennsylvania
$1.14M +$203K +10,776 +22%
LA
44
LVW Advisors
New York
$1.09M +$147K +7,798 +16%
KLI
45
Kelman-Lazarov Inc
Tennessee
$1.07M +$31.6K +1,676 +3%
CC
46
Callan Capital
California
$1.06M +$90.6K +4,810 +9%
CA
47
Cambridge Advisors
Nebraska
$1.04M +$75.9K +4,028 +8%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.02M +$1.02M +54,042 New
PP
49
PrairieView Partners
Minnesota
$989K +$59.5K +3,156 +6%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$959K +$485K +25,724 +102%
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