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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.73B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
151
Holders Change
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
67
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$3.18M
FSWA
27
Financial Synergies Wealth Advisors
Texas
$3.07M +$173K +9,162 +6%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$2.99M +$81.3K +4,308 +3%
MAG
29
Mokosak Advisory Group
Iowa
$2.8M -$35.8K -1,898 -1%
CST
30
Charles Schwab Trust
Nevada
$2.71M +$2.71M +145,958 New
LA
31
LVW Advisors
New York
$2.35M +$1.25M +66,388 +115%
TA
32
Tiedemann Advisors
New York
$2.33M -$263K -13,960 -10%
FWM
33
Frontier Wealth Management
Missouri
$2.31M -$140K -7,412 -6%
AEPG
34
American Economic Planning Group
New Jersey
$2.16M +$723K +38,194 +50%
Bank of America
35
Bank of America
North Carolina
$1.95M -$330K -17,454 -14%
PP
36
PrairieView Partners
Minnesota
$1.81M +$815K +43,142 +82%
WA
37
Waddell & Associates
Tennessee
$1.76M -$26.4K -1,400 -1%
SA
38
Strategic Advisors
New York
$1.65M -$2.32M -123,178 -58%
HFA
39
Huber Financial Advisors
Illinois
$1.63M +$256K +13,566 +19%
PWSG
40
Pacific Wealth Strategies Group
California
$1.54M +$98.8K +5,236 +7%
RWM
41
Reston Wealth Management
Virginia
$1.53M -$883K -46,770 -37%
HWA
42
HHM Wealth Advisors
Tennessee
$1.46M -$45.7K -2,420 -3%
LNC
43
Lincoln National Corp
Pennsylvania
$1.41M +$1.41M +74,816 New
VNA
44
Valley National Advisers
Pennsylvania
$1.4M -$33.3K -1,762 -2%
HFS
45
Howard Financial Services
Texas
$1.39M +$2.79K +148 +0.2%
Mariner
46
Mariner
Kansas
$1.32M -$548K -29,022 -29%
Creative Planning
47
Creative Planning
Kansas
$1.22M +$14.8K +784 +1%
Citadel Advisors
48
Citadel Advisors
Florida
$1.2M +$518K +27,460 +76%
KLI
49
Kelman-Lazarov Inc
Tennessee
$1.12M +$40.9K +2,168 +4%
CC
50
Callan Capital
California
$1.1M +$35.3K +1,868 +3%