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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

126 hedge funds and large institutions have $2.59B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
24
Increased
51
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$261M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.16B
3
SWM
3
SVA Wealth Management
Wisconsin
$4.55M
4
UBS Group
4
UBS Group
Switzerland
$3.43M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$5.23M

Top Sellers

1
BJ
1
Brouwer & Janachowski
California
$20.2M
2
CW
2
CreativeOne Wealth
Kansas
$11.3M
3
Jane Street
3
Jane Street
New York
$0
4
DPA
4
Delphi Private Advisors
California
$7.06M
5
BTS
5
BB&T Securities
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$458K 11,468 – –
Wells Fargo
52
Wells Fargo
California
$456K 11,425 +10,527 +1,172%
CFA
53
Cahill Financial Advisors
Minnesota
$439K 10,998 -222 -2%
GC
54
Garde Capital
Washington
$434K 10,868 +10,868 New
FCFS
55
First Command Financial Services
Texas
$412K 10,313 +4,309 +72%
FCB
56
First Command Bank
Texas
$412K 10,313 +4,323 +72%
LIA
57
LBMC Investment Advisors
Tennessee
$388K 9,717 +9,717 New
CFA
58
Carroll Financial Associates
North Carolina
$380K 9,541 +158 +2%
EWM
59
Empirical Wealth Management
Washington
$376K 9,432 +9,432 New
LA
60
LVW Advisors
New York
$359K 9,001 +527 +6%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$345K 8,634 +553 +7%
3C
62
361 Capital
Colorado
$338K 8,470 +8,470 New
W
63
Wealthfront
California
$313K 7,836 -1,017 -11%
CM
64
Cornerstone Management
Georgia
$310K 7,765 – –
Stifel Financial
65
Stifel Financial
Missouri
$293K 7,298 -3,043 -29%
SFWA
66
Summit Financial Wealth Advisors
Louisiana
$291K 7,819 – –
SWP
67
Stratos Wealth Partners
Ohio
$287K 7,194 +1,762 +32%
BC
68
Burleson & Co
California
$268K 6,720 +162 +2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$265K 6,639 +2,973 +81%
WA
70
WESPAC Advisors
California
$261K 6,551 -151 -2%
FCH
71
Freestone Capital Holdings
Washington
$245K 6,127 +339 +6%
HFA
72
Huber Financial Advisors
Illinois
$240K 6,018 +6,018 New
Morgan Stanley
73
Morgan Stanley
New York
$239K 5,996 +3,308 +123%
SCM
74
SOL Capital Management
Maryland
$234K 5,875 +200 +4%
TFF
75
The Family Firm
Maryland
$226K 5,663 +5,663 New
1 2
3
4 5