FNDA icon

Schwab Fundamental US Small Company Index ETF

188 hedge funds and large institutions have $3.08B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+28
Holders Change %
+17.5%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
52
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
51
Bank of America
North Carolina
$1.27M +$359K +16,730 +39%
CWM
52
Cedar Wealth Management
California
$1.2M +$5.84K +272 +0.5%
TWP
53
Treybourne Wealth Planners
Indiana
$1.1M +$1.1M +51,304 New
SEIA
54
Signature Estate & Investment Advisors
California
$1.07M -$1.07K -50 -0.1%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.03M +$1.03M +48,146 New
CMO
56
Covenant Multifamily Offices
Texas
$956K -$191K -8,888 -17%
TA
57
Tiedemann Advisors
New York
$918K +$1.16K +54 +0.1%
AWM
58
Apollon Wealth Management
South Carolina
$914K +$914K +42,586 New
LPL Financial
59
LPL Financial
California
$889K -$62.4K -2,906 -7%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$850K +$584K +27,206 +219%
Mariner
61
Mariner
Kansas
$841K -$93.5K -4,360 -10%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$717K +$428K +19,928 +148%
FSWA
63
Financial Synergies Wealth Advisors
Texas
$700K -$1.36M -63,198 -66%
FVWA
64
Foster Victor Wealth Advisors
South Carolina
$693K -$9.75K -454 -1%
RRC
65
Relaxing Retirement Coach
Massachusetts
$688K -$2.63M -122,362 -79%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$676K
CG
67
Colony Group
Massachusetts
$657K -$26.6K -1,240 -4%
AP
68
Adero Partners
California
$650K -$11.1K -518 -2%
IA
69
IFP Advisors
Florida
$569K +$83.9K +3,918 +17%
OPS
70
Orion Portfolio Solutions
Nebraska
$552K +$152K +7,068 +38%
FWP
71
FAS Wealth Partners
Kansas
$548K -$38.9K -1,810 -7%
GC
72
Gratus Capital
Georgia
$543K -$37.6K -1,750 -6%
AF
73
Advisornet Financial
Minnesota
$538K +$1.89K +88 +0.4%
MCM
74
MAI Capital Management
Ohio
$523K +$523K +24,360 New
William Blair & Company
75
William Blair & Company
Illinois
$518K +$192K +8,946 +59%