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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.58B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
3.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
18
Increased
56
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
51
Total Investment Management
Arizona
$879K +$21.1K +1,156 +2%
CCA
52
Cobblestone Capital Advisors
New York
$834K
FM
53
Foster & Motley
Ohio
$804K +$60K +3,186 +8%
Goldman Sachs
54
Goldman Sachs
New York
$786K +$786K +41,718 New
HighTower Advisors
55
HighTower Advisors
Illinois
$769K +$769K +40,828 New
LPL Financial
56
LPL Financial
California
$765K +$27.6K +1,462 +4%
FWP
57
FAS Wealth Partners
Kansas
$745K +$22.1K +1,172 +3%
WCF
58
West Coast Financial
California
$744K -$147K -7,808 -17%
CMO
59
Covenant Multifamily Offices
Texas
$715K +$715K +37,922 New
Citadel Advisors
60
Citadel Advisors
Florida
$684K -$77.6K -4,122 -10%
APG
61
Abacus Planning Group
South Carolina
$683K +$77.8K +4,124 +13%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$594K
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$592K -$482K -25,590 -45%
TRCT
64
Tower Research Capital (TRC)
New York
$556K +$3.51K +186 +0.6%
GC
65
Gratus Capital
Georgia
$523K -$58.4K -3,100 -10%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$510K +$92.8K +4,926 +22%
M&T Bank
67
M&T Bank
New York
$490K
FVWA
68
Foster Victor Wealth Advisors
South Carolina
$483K +$12K +636 +3%
Wells Fargo
69
Wells Fargo
California
$481K +$141K +7,468 +41%
CFA
70
Cahill Financial Advisors
Minnesota
$472K -$7.73K -410 -2%
CW
71
CreativeOne Wealth
Kansas
$471K -$460K -24,410 -49%
AF
72
Advisornet Financial
Minnesota
$463K +$490 +26 +0.1%
CFA
73
Carroll Financial Associates
North Carolina
$428K +$55K +2,922 +15%
SWM
74
SeaCrest Wealth Management
New York
$384K +$377 +20 +0.1%
LIA
75
LBMC Investment Advisors
Tennessee
$366K