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Schwab Fundamental US Small Company Index ETF

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
26
Increased
39
Reduced
65
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
51
Opes Wealth Management
California
$724K -$2.74M -173,130 -79%
TA
52
Tiedemann Advisors
New York
$690K -$256K -16,104 -27%
Bank of America
53
Bank of America
North Carolina
$617K -$963K -60,794 -61%
LPL Financial
54
LPL Financial
California
$613K -$134K -8,448 -18%
MWM
55
Madison Wealth Management
Ohio
$590K +$104K +6,562 +21%
LIM
56
Leavell Investment Management
Alabama
$584K -$1.43K -90 -0.2%
CG
57
Colony Group
Massachusetts
$541K +$69.3K +4,374 +15%
FVWA
58
Foster Victor Wealth Advisors
South Carolina
$528K -$5.2K -328 -1%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$500K
AP
60
Adero Partners
California
$499K -$110K -6,914 -18%
CCA
61
Cobblestone Capital Advisors
New York
$493K -$86.2K -5,434 -15%
FWP
62
FAS Wealth Partners
Kansas
$449K -$182K -11,490 -29%
HFS
63
Howard Financial Services
Texas
$435K -$728K -45,850 -63%
AF
64
Advisornet Financial
Minnesota
$395K -$33.5K -2,112 -8%
PWSG
65
Pacific Wealth Strategies Group
California
$391K +$391K +24,668 New
CFA
66
Cahill Financial Advisors
Minnesota
$373K +$3.52K +222 +1%
CFO
67
CVA Family Office
Colorado
$369K -$318K -20,052 -46%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$369K -$24.2K -1,470 -6%
TI
69
Trexquant Investment
Connecticut
$361K +$361K +22,778 New
OPS
70
Orion Portfolio Solutions
Nebraska
$348K +$319K +20,114 +1,110%
Osaic Holdings
71
Osaic Holdings
Arizona
$336K -$1.49M -94,330 -82%
GC
72
Gratus Capital
Georgia
$314K -$43K -2,714 -12%
IA
73
IFP Advisors
Florida
$313K +$15.3K +982 +5%
3C
74
361 Capital
Colorado
$310K +$60.6K +3,828 +24%
LIA
75
LBMC Investment Advisors
Tennessee
$308K