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Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$2.74M 105,806 -1,182 -1%
RCA
27
Resonant Capital Advisors
Wisconsin
$2.6M 100,310 +43,821 +78%
RRC
28
Relaxing Retirement Coach
Massachusetts
$2.54M 97,938 -66,938 -41%
SWM
29
Southern Wealth Management
Texas
$2.36M 91,283 +29,662 +48%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.24M 86,500 +45,074 +109%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$2.15M 83,166 +116 +0.1%
Citadel Advisors
32
Citadel Advisors
Florida
$1.93M 74,642 +74,642 New
TYCC
33
Texas Yale Capital Corp
Florida
$1.78M 68,700 -15,400 -18%
SHWM
34
Silicon Hills Wealth Management
Texas
$1.74M 67,299 +67,009 +23,107%
UBS Group
35
UBS Group
Switzerland
$1.68M 64,981 -37,568 -37%
PP
36
PrairieView Partners
Minnesota
$1.52M 58,740 +21,196 +56%
ADL
37
Asset Dedication LLC
California
$1.44M 55,521 +53,689 +2,931%
Bank of America
38
Bank of America
North Carolina
$1.29M 49,863 -863 -2%
TRCT
39
Tower Research Capital (TRC)
New York
$1.27M 48,939 +28,956 +145%
KLI
40
Kelman-Lazarov Inc
Tennessee
$1.25M 48,334 +41,879 +649%
BSW
41
Buckingham Strategic Wealth
Missouri
$1.24M 47,922 +47,922 New
FFN
42
Focus Financial Network
Minnesota
$1.24M 47,885 -34,706 -42%
CC
43
Callan Capital
California
$1.23M 47,681 +10,682 +29%
FWM
44
Frontier Wealth Management
Missouri
$1.23M 47,423 -9,951 -17%
TNA
45
True North Advisors
Texas
$1.16M 44,708 +16,802 +60%
HWA
46
HHM Wealth Advisors
Tennessee
$1.06M 40,850 -525 -1%
RWM
47
Reston Wealth Management
Virginia
$991K 38,312 +746 +2%
HFS
48
Howard Financial Services
Texas
$948K 36,631 -462 -1%
CWM
49
Cedar Wealth Management
California
$897K 34,658 +6,499 +23%
Creative Planning
50
Creative Planning
Kansas
$869K 33,607 -7,502 -18%