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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.58B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
3.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
18
Increased
56
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
3C
76
361 Capital
Colorado
$364K -$2.83K -150 -0.8%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$339K -$19.2K -1,020 -5%
CWM
78
Cedar Wealth Management
California
$333K +$67.4K +3,580 +25%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$310K +$83.1K +4,404 +37%
AFS
80
Access Financial Services
Minnesota
$300K -$33.7K -1,790 -10%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$289K -$770K -40,864 -73%
LIM
82
Leavell Investment Management
Alabama
$275K +$275K +14,530 New
BC
83
Burleson & Co
California
$260K +$978 +52 +0.4%
FNC
84
First National Corp
Massachusetts
$257K -$777K -41,178 -75%
SCM
85
SOL Capital Management
Maryland
$254K
RJFSA
86
Raymond James Financial Services Advisors
Florida
$249K -$20.9K -1,110 -8%
PA
87
PFG Advisors
Arizona
$237K +$730 +38 +0.3%
MAU
88
MRA Associates USA
Arizona
$231K +$36.9K +1,950 +19%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$219K -$4.28M -227,548 -95%
EWM
90
Empirical Wealth Management
Washington
$219K +$10.3K +546 +5%
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$214K +$903 +48 +0.4%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$164K +$10.6K +560 +7%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$139K -$7.34K -394 -5%
AOWM
94
Alpha Omega Wealth Management
Virginia
$123K +$26.7K +1,416 +28%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$116K -$43.5K -2,298 -27%
APSP
96
Asset Planning Services (Pennsylvania)
Pennsylvania
$107K
ASN
97
Advisory Services Network
Georgia
$92K -$5.3K -280 -5%
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$83K
OIA
99
OneDigital Investment Advisors
Kansas
$78K +$227 +12 +0.3%
AG
100
Advisor Group
Arizona
$75K -$32.8K -1,714 -30%