FNDA icon

Schwab Fundamental US Small Company Index ETF

114 hedge funds and large institutions have $2.09B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
45
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFA
51
Cahill Financial Advisors
Minnesota
$418K 11,220 -640 -5%
Stifel Financial
52
Stifel Financial
Missouri
$381K 10,341 +10,341 New
MIH
53
Madison Investment Holdings
Wisconsin
$363K 9,737 +171 +2%
CFA
54
Carroll Financial Associates
North Carolina
$349K 9,383 +117 +1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$348K 9,360 +754 +9%
VF
56
Virtu Financial
New York
$338K 9,070 -6,021 -40%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$334K 8,947 -1,472 -14%
W
58
Wealthfront
California
$330K 8,853 +54 +0.6%
FM
59
Foster & Motley
Ohio
$322K 8,643 +3,205 +59%
LA
60
LVW Advisors
New York
$316K 8,474 +319 +4%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$301K 8,081 +8,081 New
AWM
62
Altium Wealth Management
New York
$294K 7,891 -1,838 -19%
SFWA
63
Summit Financial Wealth Advisors
Louisiana
$291K 7,819 +1,223 +19%
CM
64
Cornerstone Management
Georgia
$289K 7,765 +7,765 New
WA
65
WESPAC Advisors
California
$250K 6,702 +6,702 New
BC
66
Burleson & Co
California
$244K 6,558 +13 +0.2%
FCB
67
First Command Bank
Texas
$223K 5,990 +1,747 +41%
FCFS
68
First Command Financial Services
Texas
$223K 6,004 +1,761 +42%
FCH
69
Freestone Capital Holdings
Washington
$216K 5,788 +12 +0.2%
FA
70
FDx Advisors
Illinois
$216K 5,794 +5,794 New
SCM
71
SOL Capital Management
Maryland
$211K 5,675 +259 +5%
SWP
72
Stratos Wealth Partners
Ohio
$203K 5,432 -244 -4%
QCG
73
Quadrant Capital Group
Ohio
$142K 3,825 +3,825 New
CCA
74
Clearwater Capital Advisors
Illinois
$139K 3,723 +3,723 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$137K 3,666 +659 +22%