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Schwab Fundamental US Small Company Index ETF

141 hedge funds and large institutions have $2.2B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 32 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
38
Increased
50
Reduced
30
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
51
PrairieView Partners
Minnesota
$671K +$234K +14,238 +53%
FWP
52
FAS Wealth Partners
Kansas
$624K +$31.3K +1,906 +5%
CC
53
Callan Capital
California
$615K -$24.4K -1,484 -4%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$609K +$609K +37,112 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$595K -$520K -31,668 -47%
GC
56
Gratus Capital
Georgia
$577K +$68K +4,144 +13%
LA
57
LVW Advisors
New York
$554K +$216K +13,172 +64%
SWM
58
SVA Wealth Management
Wisconsin
$545K -$644K -39,226 -54%
FM
59
Foster & Motley
Ohio
$542K +$70.2K +4,274 +15%
REMPR
60
Roof Eidam Maycock Peralta (REMP)
California
$517K
NSG
61
Nalls Sherbakoff Group
Tennessee
$443K +$443K +26,970 New
M&T Bank
62
M&T Bank
New York
$427K
CFA
63
Cahill Financial Advisors
Minnesota
$424K +$73.6K +4,474 +21%
RCA
64
Rowland Carmichael Advisors
Arizona
$423K
APG
65
Abacus Planning Group
South Carolina
$416K +$416K +25,348 New
FCB
66
First Command Bank
Texas
$409K -$13.4K -814 -3%
FCFS
67
First Command Financial Services
Texas
$409K -$13.4K -814 -3%
AF
68
Advisornet Financial
Minnesota
$403K +$1.74K +106 +0.4%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$398K +$32.6K +1,984 +9%
CFA
70
Carroll Financial Associates
North Carolina
$394K +$68.6K +4,024 +21%
FVWA
71
Foster Victor Wealth Advisors
South Carolina
$389K +$389K +23,684 New
AFS
72
Access Financial Services
Minnesota
$344K +$344K +20,970 New
LIA
73
LBMC Investment Advisors
Tennessee
$319K
Wells Fargo
74
Wells Fargo
California
$318K +$22.4K +1,360 +8%
RF
75
RHS Financial
California
$310K +$310K +18,882 New