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Schwab Fundamental US Small Company Index ETF

136 hedge funds and large institutions have $2.78B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
25
Increased
53
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
M&T Bank
51
M&T Bank
New York
$529K 12,990
RCA
52
Rowland Carmichael Advisors
Arizona
$525K 12,889
FCB
53
First Command Bank
Texas
$523K 12,850 +2,537 +25%
FCFS
54
First Command Financial Services
Texas
$523K 12,850 +2,537 +25%
AF
55
Advisornet Financial
Minnesota
$498K 12,218 +750 +7%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$453K 11,114 +2,480 +29%
CFA
57
Cahill Financial Advisors
Minnesota
$435K 10,658 -340 -3%
LA
58
LVW Advisors
New York
$419K 10,292 +1,291 +14%
LIA
59
LBMC Investment Advisors
Tennessee
$396K 9,717
CFA
60
Carroll Financial Associates
North Carolina
$388K 9,545 +4 +0%
Wells Fargo
61
Wells Fargo
California
$366K 8,993 -2,432 -21%
3C
62
361 Capital
Colorado
$335K 8,230 -240 -3%
TRCT
63
Tower Research Capital (TRC)
New York
$328K 8,066 -5,938 -42%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$328K 8,667 +848 +11%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$327K 8,017 -3,857 -32%
W
66
Wealthfront
California
$314K 7,718 -118 -2%
HighTower Advisors
67
HighTower Advisors
Illinois
$305K 7,482 +7,482 New
TSS
68
Two Sigma Securities
New York
$300K 7,363 +7,363 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$296K 7,266 +627 +9%
GC
70
Garde Capital
Washington
$295K 7,878 -2,990 -28%
Stifel Financial
71
Stifel Financial
Missouri
$295K 7,297 -1 -0%
WA
72
WESPAC Advisors
California
$273K 6,702 +151 +2%
SWM
73
SeaCrest Wealth Management
New York
$267K 6,560 +4,085 +165%
FCH
74
Freestone Capital Holdings
Washington
$254K 6,230 +103 +2%
HFA
75
Huber Financial Advisors
Illinois
$252K 6,191 +173 +3%