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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.73B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
67
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cambridge Advisors
Nebraska
$1.09M +$44.9K +2,380 +4%
DAS
52
Dynamic Advisor Solutions
Arizona
$950K -$69.9K -3,704 -7%
TIM
53
Total Investment Management
Arizona
$914K +$4K +212 +0.4%
LPL Financial
54
LPL Financial
California
$908K +$142K +7,544 +19%
FM
55
Foster & Motley
Ohio
$887K +$80.9K +4,282 +10%
CCA
56
Cobblestone Capital Advisors
New York
$874K +$38.9K +2,062 +5%
CMO
57
Covenant Multifamily Offices
Texas
$792K +$76K +4,028 +11%
Goldman Sachs
58
Goldman Sachs
New York
$781K -$6.99K -370 -0.9%
FWP
59
FAS Wealth Partners
Kansas
$759K +$12.6K +668 +2%
WCF
60
West Coast Financial
California
$745K
APG
61
Abacus Planning Group
South Carolina
$698K +$13.9K +738 +2%
TRCT
62
Tower Research Capital (TRC)
New York
$672K +$115K +6,090 +21%
IA
63
IFP Advisors
Florida
$602K +$602K +31,834 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$597K +$3.89K +206 +0.7%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$571K +$60K +3,180 +12%
CWM
66
Cedar Wealth Management
California
$554K +$220K +11,658 +66%
AF
67
Advisornet Financial
Minnesota
$524K +$59.9K +3,174 +13%
EWM
68
Empirical Wealth Management
Washington
$504K +$284K +15,052 +129%
GC
69
Gratus Capital
Georgia
$498K -$26.2K -1,388 -5%
M&T Bank
70
M&T Bank
New York
$491K
MAU
71
MRA Associates USA
Arizona
$486K +$255K +13,502 +110%
FVWA
72
Foster Victor Wealth Advisors
South Carolina
$480K +$6.67K +360 +1%
CFA
73
Cahill Financial Advisors
Minnesota
$477K +$4.12K +218 +0.9%
CFA
74
Carroll Financial Associates
North Carolina
$425K -$4.26K -226 -1%
PA
75
Parallel Advisors
California
$422K +$403K +21,354 +2,144%