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Schwab Fundamental US Small Company Index ETF

178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+27
Holders Change %
+17.88%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
48
Increased
61
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
76
Foster Victor Wealth Advisors
South Carolina
$541K +$23.1K +1,156 +4%
GC
77
Gratus Capital
Georgia
$523K -$7.97K -396 -2%
3C
78
361 Capital
Colorado
$481K +$89.4K +4,446 +23%
Wells Fargo
79
Wells Fargo
California
$470K +$87.2K +4,336 +23%
CFA
80
Carroll Financial Associates
North Carolina
$453K
PA
81
Parallel Advisors
California
$450K
CFA
82
Cahill Financial Advisors
Minnesota
$447K -$61.4K -3,048 -12%
IA
83
IFP Advisors
Florida
$413K -$226K -11,262 -35%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$395K +$28.4K +1,416 +8%
LIA
85
LBMC Investment Advisors
Tennessee
$391K
WFA
86
Wade Financial Advisory
California
$348K +$348K +17,316 New
SWM
87
SeaCrest Wealth Management
New York
$341K -$48.5K -2,408 -12%
EWM
88
Empirical Wealth Management
Washington
$322K -$215K -10,696 -40%
CWC
89
Carolinas Wealth Consulting
North Carolina
$298K +$298K +14,878 New
TAM
90
Townsend Asset Management
North Carolina
$288K +$288K +14,324 New
IAA
91
Independent Advisor Alliance
North Carolina
$279K +$279K +13,882 New
RJFSA
92
Raymond James Financial Services Advisors
Florida
$272K -$12.8K -634 -4%
FNC
93
First National Corp
Massachusetts
$271K +$161 +8 +0.1%
CW
94
CreativeOne Wealth
Kansas
$265K -$70.8K -3,516 -21%
KLI
95
Kelman-Lazarov Inc
Tennessee
$260K -$929K -46,138 -78%
SCM
96
SOL Capital Management
Maryland
$258K -$4.03K -200 -2%
EWA
97
Exencial Wealth Advisors
Oklahoma
$242K +$242K +12,028 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$235K +$235K +11,684 New
REMPR
99
Roof Eidam Maycock Peralta (REMP)
California
$231K
PA
100
PFG Advisors
Arizona
$228K +$2.79K +140 +1%