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Schwab Fundamental US Small Company Index ETF

114 hedge funds and large institutions have $2.09B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
45
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$119K 3,200 +1,253 +64%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$114K 3,062 -354 -10%
Morgan Stanley
78
Morgan Stanley
New York
$100K 2,688 -421 -14%
AG
79
Advisor Group
Arizona
$83K 2,227 -13,906 -86%
ADL
80
Asset Dedication LLC
California
$83K 2,238
APSP
81
Asset Planning Services (Pennsylvania)
Pennsylvania
$77K 2,076 +382 +23%
US Bancorp
82
US Bancorp
Minnesota
$62K 1,682 +1,675 +23,929%
OIA
83
OneDigital Investment Advisors
Kansas
$61K 1,640 +4 +0.2%
PFA
84
Pathway Financial Advisors
Vermont
$56K 1,509 +1,509 New
BFC
85
Bedel Financial Consulting
Indiana
$51K 1,374 +1,374 New
SBL
86
Sargent Bickham Lagudis
Colorado
$38K 1,026
FRA
87
Front Row Advisors
California
$37K 990
Wells Fargo
88
Wells Fargo
California
$33K 898 -358 -29%
SWM
89
SeaCrest Wealth Management
New York
$32K 858
RCAG
90
Rehmann Capital Advisory Group
Michigan
$27K 726 +726 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$24K 652 +162 +33%
CPIG
92
Chicago Partners Investment Group
Illinois
$23K 618
ME
93
McIlrath & Eck
Washington
$18K 496 -159 -24%
EWM
94
Edge Wealth Management
New York
$16K 418
WC
95
Whitney & Co
New York
$16K 440 +440 New
BlackRock
96
BlackRock
New York
$15K 405
PWM
97
Perigon Wealth Management
California
$14K 375
GAM
98
Gemmer Asset Management
California
$11K 285 -145 -34%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$11K 303
William Blair & Company
100
William Blair & Company
Illinois
$10K 257 +257 New