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Schwab Fundamental US Small Company Index ETF

160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
43
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMO
51
Covenant Multifamily Offices
Texas
$883K -$6.74K -408 -0.8%
SEIA
52
Signature Estate & Investment Advisors
California
$824K +$824K +49,860 New
Jane Street
53
Jane Street
New York
$779K -$160K -9,672 -17%
LPL Financial
54
LPL Financial
California
$732K +$93.5K +5,658 +15%
Mariner
55
Mariner
Kansas
$720K -$175K -10,618 -20%
TA
56
Tiedemann Advisors
New York
$705K -$11.9K -724 -2%
Bank of America
57
Bank of America
North Carolina
$703K +$59.2K +3,582 +9%
MWM
58
Madison Wealth Management
Ohio
$703K +$88.4K +5,352 +14%
LIM
59
Leavell Investment Management
Alabama
$541K -$67.4K -4,080 -11%
FVWA
60
Foster Victor Wealth Advisors
South Carolina
$541K -$9.42K -570 -2%
CG
61
Colony Group
Massachusetts
$526K -$37.6K -2,280 -7%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$521K
CWM
63
Cabot Wealth Management
Massachusetts
$521K +$521K +31,548 New
AP
64
Adero Partners
California
$509K -$10.4K -630 -2%
FWP
65
FAS Wealth Partners
Kansas
$452K -$16.4K -994 -4%
GC
66
Gratus Capital
Georgia
$447K +$120K +7,230 +36%
AF
67
Advisornet Financial
Minnesota
$413K +$1.62K +98 +0.4%
CFA
68
Cahill Financial Advisors
Minnesota
$389K +$826 +50 +0.2%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$387K -$15.4K -860 -4%
CFO
70
CVA Family Office
Colorado
$385K +$33 +2 +0%
Osaic Holdings
71
Osaic Holdings
Arizona
$384K +$34.4K +2,086 +10%
IA
72
IFP Advisors
Florida
$375K +$43K +2,596 +13%
HFS
73
Howard Financial Services
Texas
$358K -$94.5K -5,724 -21%
WF
74
WoodTrust Financial
Wisconsin
$329K +$329K +19,922 New
LIA
75
LBMC Investment Advisors
Tennessee
$321K