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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.73B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
151
Holders Change
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
67
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
76
Leavell Investment Management
Alabama
$410K +$136K +7,200 +50%
3C
77
361 Capital
Colorado
$368K +$3.25K +172 +0.9%
LIA
78
LBMC Investment Advisors
Tennessee
$367K
SWM
79
SeaCrest Wealth Management
New York
$365K -$19.5K -1,036 -5%
Wells Fargo
80
Wells Fargo
California
$359K -$123K -6,504 -25%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$344K +$4.18K +222 +1%
GM
82
GeoWealth Management
Illinois
$342K +$342K +18,112 New
JIC
83
Johnson Investment Counsel
Ohio
$338K +$338K +17,890 New
CW
84
CreativeOne Wealth
Kansas
$315K -$157K -8,310 -33%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$285K -$675K -35,806 -70%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$267K +$17.7K +938 +7%
FNC
87
First National Corp
Massachusetts
$254K -$2.98K -158 -1%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$250K -$60.1K -3,186 -19%
SCM
89
SOL Capital Management
Maryland
$246K -$8.69K -460 -3%
CG
90
Colony Group
Massachusetts
$239K +$239K +12,680 New
REMPR
91
Roof Eidam Maycock Peralta (REMP)
California
$217K -$377K -20,000 -63%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$217K -$72.6K -3,848 -25%
SFWA
93
Summit Financial Wealth Advisors
Louisiana
$208K -$4.41K -236 -2%
PA
94
PFG Advisors
Arizona
$207K -$19.2K -1,046 -8%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$161K +$94.2K +4,992 +141%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$159K -$4.75K -252 -3%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$153K +$37.2K +1,968 +32%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$141K
APSP
99
Asset Planning Services (Pennsylvania)
Pennsylvania
$107K +$75 +4 +0.1%
AG
100
Advisor Group
Arizona
$96K +$21.9K +1,158 +30%