FNDA icon

Schwab Fundamental US Small Company Index ETF

126 hedge funds and large institutions have $2.59B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
24
Increased
51
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$226K 5,667 +5,667 New
QCG
77
Quadrant Capital Group
Ohio
$150K 3,759 -66 -2%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$122K 3,048 -14 -0.5%
APSP
79
Asset Planning Services (Pennsylvania)
Pennsylvania
$113K 2,832 +756 +36%
SWM
80
SeaCrest Wealth Management
New York
$99K 2,475 +1,617 +188%
DWM
81
Destination Wealth Management
California
$94K 2,364 +2,353 +21,391%
ADL
82
Asset Dedication LLC
California
$89K 2,238
AG
83
Advisor Group
Arizona
$78K 1,954 -273 -12%
PFA
84
Pathway Financial Advisors
Vermont
$67K 1,682 +173 +11%
BFC
85
Bedel Financial Consulting
Indiana
$55K 1,374
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$51K 1,289 +637 +98%
US Bancorp
87
US Bancorp
Minnesota
$47K 1,180 -502 -30%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$47K 1,180 +1,180 New
SBL
89
Sargent Bickham Lagudis
Colorado
$41K 1,026
CFC
90
Coyle Financial Counsel
Illinois
$40K 994 +994 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$34K 851 +851 New
RCAG
92
Rehmann Capital Advisory Group
Michigan
$29.1K 728 +2 +0.3%
CPIG
93
Chicago Partners Investment Group
Illinois
$25K 618
OIA
94
OneDigital Investment Advisors
Kansas
$24K 609 -1,031 -63%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$21K 522 +522 New
ME
96
McIlrath & Eck
Washington
$20K 496
WC
97
Whitney & Co
New York
$18K 440
EWM
98
Edge Wealth Management
New York
$17K 418
BlackRock
99
BlackRock
New York
$16K 405
ASN
100
Advisory Services Network
Georgia
$15K 365 -2,835 -89%