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Schwab Fundamental US Small Company Index ETF

141 hedge funds and large institutions have $2.2B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
38
Increased
50
Reduced
30
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$294K +$294K +17,946 New
SFS
77
Summit Financial Strategies
Ohio
$293K +$293K +17,844 New
SWM
78
SeaCrest Wealth Management
New York
$282K +$66.7K +4,064 +31%
BC
79
Burleson & Co
California
$263K +$20.6K +1,076 +8%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$254K -$9.7K -590 -4%
Morgan Stanley
81
Morgan Stanley
New York
$248K -$181K -11,058 -42%
3C
82
361 Capital
Colorado
$245K -$25.1K -1,532 -9%
JIC
83
Johnson Investment Counsel
Ohio
$234K +$234K +14,328 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$226K -$12.8K -780 -5%
PA
85
PFG Advisors
Arizona
$223K +$223K +11,900 New
WA
86
WESPAC Advisors
California
$221K +$1.18K +72 +0.5%
SCM
87
SOL Capital Management
Maryland
$221K +$20.2K +1,230 +10%
MAU
88
MRA Associates USA
Arizona
$141K +$141K +8,606 New
QCG
89
Quadrant Capital Group
Ohio
$123K
APSP
90
Asset Planning Services (Pennsylvania)
Pennsylvania
$93K +$66 +4 +0.1%
TCM
91
Tradewinds Capital Management
Washington
$86K +$86K +5,220 New
TRCT
92
Tower Research Capital (TRC)
New York
$84K -$182K -11,030 -68%
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$82K +$66.7K +4,066 +435%
AG
94
Advisor Group
Arizona
$77K -$4.99K -306 -6%
ADL
95
Asset Dedication LLC
California
$73K
OIA
96
OneDigital Investment Advisors
Kansas
$64K +$14.1K +862 +28%
Ameriprise
97
Ameriprise
Minnesota
$47K
DWM
98
Destination Wealth Management
California
$46K -$6.76K -414 -13%
William Blair & Company
99
William Blair & Company
Illinois
$39K +$37.7K +2,304 +2,880%
SBL
100
Sargent Bickham Lagudis
Colorado
$34K