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Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$859K 33,191 -6,115 -16%
EWA
52
Exencial Wealth Advisors
Oklahoma
$807K 31,178 +25,164 +418%
VNA
53
Valley National Advisers
Pennsylvania
$797K 30,797 -5,817 -16%
TA
54
Tiedemann Advisors
New York
$770K 29,773 -30,016 -50%
CMO
55
Covenant Multifamily Offices
Texas
$671K 25,949 +4,332 +20%
LPL Financial
56
LPL Financial
California
$609K 23,553 -4,412 -16%
TIM
57
Total Investment Management
Arizona
$590K 22,820 -837 -4%
SW
58
SlateStone Wealth
Florida
$562K 21,728 +21,728 New
CFO
59
CVA Family Office
Colorado
$561K 21,670 -2,986 -12%
SSWM
60
Sheets Smith Wealth Management
North Carolina
$557K 21,539 +4,631 +27%
CA
61
Cambridge Advisors
Nebraska
$554K 21,401 -3,035 -12%
FWP
62
FAS Wealth Partners
Kansas
$515K 19,907 -2,079 -9%
AP
63
Adero Partners
California
$496K 19,174 +2,169 +13%
LIM
64
Leavell Investment Management
Alabama
$478K 18,465 +1,015 +6%
CCA
65
Cobblestone Capital Advisors
New York
$472K 18,259 -45,235 -71%
FVWA
66
Foster Victor Wealth Advisors
South Carolina
$444K 16,818 +3,280 +24%
REMPR
67
Roof Eidam Maycock Peralta (REMP)
California
$407K 15,750 +10,000 +174%
APG
68
Abacus Planning Group
South Carolina
$400K 15,468 -4,130 -21%
MWM
69
Madison Wealth Management
Ohio
$396K 15,325 -36,540 -70%
CG
70
Colony Group
Massachusetts
$385K 14,880 -6,894 -32%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$354K 13,682 +8,100 +145%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$349K 11,940 -202,488 -94%
AF
73
Advisornet Financial
Minnesota
$349K 13,504 -445 -3%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$340K 13,159 +7,317 +125%
SFS
75
Summit Financial Strategies
Ohio
$340K 13,157 +13,157 New