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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+27
Holders Change %
+17.88%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
48
Increased
61
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.76B
2
LNC
2
Lincoln National Corp
Pennsylvania
$10.6M
3
CGL
3
Clarius Group LLC
Washington
$27.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.63M
5
CCA
5
Cobblestone Capital Advisors
New York
$2.56M

Top Sellers

1
OWM
1
Opes Wealth Management
California
$4.45M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
KLI
3
Kelman-Lazarov Inc
Tennessee
$260K
4
FFN
4
Focus Financial Network
Minnesota
$3.32M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$4.13M +$242K +12,040 +6%
Jane Street
27
Jane Street
New York
$3.88M +$53.5K +2,660 +1%
FSWA
28
Financial Synergies Wealth Advisors
Texas
$3.87M +$595K +29,586 +18%
LA
29
LVW Advisors
New York
$3.53M +$1.03M +50,938 +41%
TYCC
30
Texas Yale Capital Corp
Florida
$3.38M – – –
FANJ
31
Financial Architects (New Jersey)
New Jersey
$3.34M +$152K +7,578 +5%
FFN
32
Focus Financial Network
Minnesota
$3.32M -$824K -40,934 -20%
MAG
33
Mokosak Advisory Group
Iowa
$2.96M -$17.1K -848 -0.6%
CCA
34
Cobblestone Capital Advisors
New York
$2.56M +$1.62M +80,690 +174%
SWM
35
Southern Wealth Management
Texas
$2.48M +$2.48M +123,242 New
TA
36
Tiedemann Advisors
New York
$2.41M -$80.7K -4,010 -3%
FWM
37
Frontier Wealth Management
Missouri
$2.31M -$148K -7,372 -6%
RCA
38
Resonant Capital Advisors
Wisconsin
$2.27M +$2.27M +112,978 New
MWM
39
Madison Wealth Management
Ohio
$2.09M +$2.09M +103,730 New
Bank of America
40
Bank of America
North Carolina
$2.04M -$36K -1,788 -2%
YAL
41
Your Advocates Ltd
Texas
$1.97M +$1.97M +97,702 New
HFA
42
Huber Financial Advisors
Illinois
$1.95M +$223K +11,060 +13%
WA
43
Waddell & Associates
Tennessee
$1.87M -$241 -12 -0%
PWSG
44
Pacific Wealth Strategies Group
California
$1.84M +$200K +9,946 +12%
SA
45
Strategic Advisors
New York
$1.69M -$70K -3,478 -4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.67M +$1.44M +71,358 +621%
HWA
47
HHM Wealth Advisors
Tennessee
$1.66M +$108K +5,360 +7%
Creative Planning
48
Creative Planning
Kansas
$1.65M +$354K +17,598 +27%
Mariner
49
Mariner
Kansas
$1.58M +$172K +8,542 +12%
RWM
50
Reston Wealth Management
Virginia
$1.51M -$117K -5,814 -7%
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