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Schwab Fundamental US Small Company Index ETF

104 hedge funds and large institutions have $2.05B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
33
Increased
34
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Altium Wealth Management
New York
$369K +$369K +19,458 New
MIH
52
Madison Investment Holdings
Wisconsin
$363K +$14.8K +778 +4%
LPL Financial
53
LPL Financial
California
$360K +$3.83K +202 +1%
CFA
54
Carroll Financial Associates
North Carolina
$351K +$99.7K +5,264 +40%
RC
55
RegentAtlantic Capital
New Jersey
$341K +$341K +17,972 New
W
56
Wealthfront
California
$333K +$49.5K +2,614 +17%
JWM
57
Janiczek Wealth Management
Colorado
$329K -$607 -32 -0.2%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$326K +$326K +17,212 New
PP
59
PrairieView Partners
Minnesota
$320K +$320K +16,872 New
LA
60
LVW Advisors
New York
$309K -$1.9K -100 -0.6%
SC
61
Scotia Capital
Ontario, Canada
$306K -$6.21K -328 -2%
SFWA
62
Summit Financial Wealth Advisors
Louisiana
$250K +$250K +13,192 New
BC
63
Burleson & Co
California
$248K +$248K +13,090 New
FCH
64
Freestone Capital Holdings
Washington
$219K +$986 +52 +0.5%
SWP
65
Stratos Wealth Partners
Ohio
$215K -$296K -15,650 -58%
Ameriprise
66
Ameriprise
Minnesota
$209K -$302K -15,968 -59%
FM
67
Foster & Motley
Ohio
$206K +$206K +10,876 New
SCM
68
SOL Capital Management
Maryland
$205K +$205K +10,832 New
SG Americas Securities
69
SG Americas Securities
New York
$193K +$193K +10,162 New
FCFS
70
First Command Financial Services
Texas
$161K +$161K +8,486 New
FCB
71
First Command Bank
Texas
$161K +$161K +8,486 New
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$129K -$85K -4,504 -40%
Morgan Stanley
73
Morgan Stanley
New York
$118K +$6.38K +336 +6%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$114K +$12.3K +648 +12%
ADL
75
Asset Dedication LLC
California
$85K