FNDA icon

Schwab Fundamental US Small Company Index ETF

146 hedge funds and large institutions have $2.66B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
27
Increased
57
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$354K +$20.7K +1,112 +6%
Wells Fargo
77
Wells Fargo
California
$337K -$23.7K -1,272 -7%
AFS
78
Access Financial Services
Minnesota
$330K -$60.7K -3,256 -16%
BC
79
Burleson & Co
California
$269K +$547 +28 +0.2%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$266K +$266K +14,310 New
CWM
81
Cedar Wealth Management
California
$263K +$252K +13,498 +2,250%
WA
82
WESPAC Advisors
California
$251K
SCM
83
SOL Capital Management
Maryland
$251K
PA
84
PFG Advisors
Arizona
$238K +$7.59K +392 +3%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$224K +$224K +12,032 New
SFWA
86
Summit Financial Wealth Advisors
Louisiana
$214K +$214K +11,322 New
EWM
87
Empirical Wealth Management
Washington
$206K +$206K +11,090 New
MAU
88
MRA Associates USA
Arizona
$191K +$31.1K +1,668 +19%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$157K -$99.1K -5,320 -39%
PO
90
Private Ocean
California
$155K -$1.11M -59,270 -88%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$151K +$121K +6,522 +408%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$146K -$2.45M -132,042 -94%
QCG
93
Quadrant Capital Group
Ohio
$139K
APSP
94
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K
AG
95
Advisor Group
Arizona
$105K +$17K +910 +19%
ASN
96
Advisory Services Network
Georgia
$96K +$82.4K +4,410 +604%
AOWM
97
Alpha Omega Wealth Management
Virginia
$95K +$95K +5,110 New
ADL
98
Asset Dedication LLC
California
$83K
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$82K -$11.2K -600 -12%
OIA
100
OneDigital Investment Advisors
Kansas
$77K +$3.74K +200 +5%