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Schwab Fundamental US Small Company Index ETF

77 hedge funds and large institutions have $1.62B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
14
Increased
33
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$206K 5,668 -6,620 -54%
Morgan Stanley
52
Morgan Stanley
New York
$106K 2,941 +1,384 +89%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$97K 2,683 +1,010 +60%
ADL
54
Asset Dedication LLC
California
$81K 2,238
NIC
55
Northwest Investment Counselors
Oregon
$67K 1,834
APSP
56
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K 1,693
OIA
57
OneDigital Investment Advisors
Kansas
$59K 1,629 +9 +0.6%
ASN
58
Advisory Services Network
Georgia
$53K 1,468 +1,306 +806%
PMFA
59
Plante Moran Financial Advisors
Michigan
$49K 1,338 +1,338 New
PWM
60
Perigon Wealth Management
California
$40K 1,100
SBL
61
Sargent Bickham Lagudis
Colorado
$37K 1,026 +1,026 New
BlackRock
62
BlackRock
New York
$29K 796 -102 -11%
CPIG
63
Chicago Partners Investment Group
Illinois
$22K 618 +618 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$18K 490 +490 New
GAM
65
Gemmer Asset Management
California
$16K 430
EWM
66
Edge Wealth Management
New York
$15K 418 +418 New
Wells Fargo
67
Wells Fargo
California
$13K 351 -1,511 -81%
SPIA
68
Steward Partners Investment Advisory
New York
$9K 249
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$9K 248 +1 +0.4%
WA
70
Winfield Associates
Ohio
$4K 100
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$4K 100 +100 New
HFM
72
Hartford Financial Management
Connecticut
$4K 124 +124 New
Citigroup
73
Citigroup
New York
$3K 76 +76 New
AFNAS
74
American Financial Network Advisory Services
California
$3K 81 +81 New
TFO
75
Tarbox Family Office
California
-53,773 Closed