FNDA icon

Schwab Fundamental US Small Company Index ETF

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.54M +$1.54M +56,538 New
TWP
52
Treybourne Wealth Planners
Indiana
$1.53M +$118K +4,332 +8%
Bank of America
53
Bank of America
North Carolina
$1.36M -$11.7K -430 -0.9%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.35M +$721K +26,490 +115%
SEIA
55
Signature Estate & Investment Advisors
California
$1.29M +$16.9K +622 +1%
AWM
56
Apollon Wealth Management
South Carolina
$1.2M +$171K +6,272 +17%
CWM
57
Cedar Wealth Management
California
$1.12M -$318K -11,692 -22%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.01M -$271K -9,978 -21%
CG
59
Colony Group
Massachusetts
$941K -$108K -3,982 -10%
CFO
60
CVA Family Office
Colorado
$937K +$276K +10,160 +42%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$927K +$46.5K +1,710 +5%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$900K -$1.36M -50,142 -60%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$857K
CMO
64
Covenant Multifamily Offices
Texas
$841K -$200K -7,346 -19%
RG
65
Retirement Group
California
$822K +$225K +8,284 +38%
FSWA
66
Financial Synergies Wealth Advisors
Texas
$774K -$53.7K -1,976 -6%
OPS
67
Orion Portfolio Solutions
Nebraska
$769K +$160K +5,878 +26%
AP
68
Adero Partners
California
$727K -$56.7K -2,086 -7%
Osaic Holdings
69
Osaic Holdings
Arizona
$706K +$72.5K +2,658 +11%
EL
70
EMFO LLC
Florida
$697K +$697K +25,612 New
TA
71
Tiedemann Advisors
New York
$696K -$468K -17,206 -40%
FVWA
72
Foster Victor Wealth Advisors
South Carolina
$691K -$36.3K -1,336 -5%
AF
73
Advisornet Financial
Minnesota
$685K +$1.36K +50 +0.2%
CFA
74
Cahill Financial Advisors
Minnesota
$657K +$10.3K +380 +2%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$649K +$52.5K +1,932 +9%