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Schwab Fundamental US Small Company Index ETF

178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+27
Holders Change %
+17.88%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
48
Increased
61
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
51
PrairieView Partners
Minnesota
$1.51M -$413K -20,516 -21%
HFS
52
Howard Financial Services
Texas
$1.49M +$8.01K +398 +0.5%
CC
53
Callan Capital
California
$1.49M +$322K +16,014 +28%
VNA
54
Valley National Advisers
Pennsylvania
$1.47M -$20.4K -1,014 -1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.16M +$859K +42,704 +283%
CWM
56
Cedar Wealth Management
California
$1.13M +$543K +26,982 +92%
LPL Financial
57
LPL Financial
California
$1.13M +$157K +7,810 +16%
TNA
58
True North Advisors
Texas
$1.12M +$1.12M +55,812 New
DAS
59
Dynamic Advisor Solutions
Arizona
$1.07M +$52K +2,586 +5%
CFO
60
CVA Family Office
Colorado
$992K +$992K +49,312 New
CA
61
Cambridge Advisors
Nebraska
$983K -$177K -8,804 -15%
TIM
62
Total Investment Management
Arizona
$952K -$21.6K -1,074 -2%
GSWM
63
Golden State Wealth Management
California
$952K +$952K +47,290 +197,042%
FM
64
Foster & Motley
Ohio
$926K -$19.5K -968 -2%
FWP
65
FAS Wealth Partners
Kansas
$885K +$76.4K +3,794 +9%
CG
66
Colony Group
Massachusetts
$876K +$621K +30,868 +243%
CMO
67
Covenant Multifamily Offices
Texas
$870K +$25.8K +1,284 +3%
TRCT
68
Tower Research Capital (TRC)
New York
$804K +$88.4K +4,396 +12%
APG
69
Abacus Planning Group
South Carolina
$789K +$45K +2,236 +6%
WCF
70
West Coast Financial
California
$781K -$12.5K -620 -2%
LIM
71
Leavell Investment Management
Alabama
$702K +$265K +13,170 +61%
AP
72
Adero Partners
California
$684K +$684K +34,010 New
SSWM
73
Sheets Smith Wealth Management
North Carolina
$680K +$71.8K +3,572 +12%
AF
74
Advisornet Financial
Minnesota
$561K +$2.7K +134 +0.5%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$544K -$85.1K -4,280 -14%