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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
26
Increased
39
Reduced
65
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$13.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$8.55M
3
RWMH
3
Riverpoint Wealth Management Holdings
Illinois
$13.9M
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$3.16M
5
COF
5
Capital One Financial
Virginia
$12.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.94B
2
RC
2
RegentAtlantic Capital
New Jersey
$13.7M
3
YAL
3
Your Advocates Ltd
Texas
$3.58M
4
CGL
4
Clarius Group LLC
Washington
$27.6M
5
DFG
5
DWM Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
PrairieView Partners
Minnesota
$2.29M +$429K +27,042 +23%
TYCC
27
Texas Yale Capital Corp
Florida
$2.2M +$22.2K +1,400 +1%
TNA
28
True North Advisors
Texas
$2.1M +$678K +42,784 +48%
SHWM
29
Silicon Hills Wealth Management
Texas
$2.03M -$101K -6,340 -5%
CC
30
Callan Capital
California
$1.99M +$482K +30,392 +32%
Citadel Advisors
31
Citadel Advisors
Florida
$1.85M -$521K -32,876 -22%
RRC
32
Relaxing Retirement Coach
Massachusetts
$1.83M -$1.28M -80,690 -41%
UBS Group
33
UBS Group
Switzerland
$1.73M -$330K -20,774 -16%
KLI
34
Kelman-Lazarov Inc
Tennessee
$1.57M +$35.4K +2,234 +2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.42M -$1.32M -83,310 -48%
FFN
36
Focus Financial Network
Minnesota
$1.42M -$98.4K -6,204 -6%
SWM
37
Southern Wealth Management
Texas
$1.39M -$1.51M -95,022 -52%
HWA
38
HHM Wealth Advisors
Tennessee
$1.37M +$69.8K +4,400 +5%
KCM
39
Kathmere Capital Management
Pennsylvania
$1.36M +$1.36M +85,838 New
FWM
40
Frontier Wealth Management
Missouri
$1.3M -$204K -12,846 -14%
ADL
41
Asset Dedication LLC
California
$1.17M -$601K -37,800 -34%
RWM
42
Reston Wealth Management
Virginia
$1.1M -$114K -7,160 -9%
BSW
43
Buckingham Strategic Wealth
Missouri
$1.09M -$430K -27,130 -28%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$995K +$918K +57,848 +1,193%
Jane Street
45
Jane Street
New York
$901K +$533K +33,608 +145%
CWM
46
Cedar Wealth Management
California
$892K -$208K -13,100 -19%
Creative Planning
47
Creative Planning
Kansas
$864K -$203K -12,768 -19%
Mariner
48
Mariner
Kansas
$859K -$193K -12,196 -18%
CMO
49
Covenant Multifamily Offices
Texas
$854K +$31K +1,954 +4%
FTUS
50
Flow Traders U.S.
New York
$774K +$774K +48,786 New
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