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Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$339K 26,180 +26,180 New
CFA
77
Cahill Financial Advisors
Minnesota
$302K 23,284 +1,090 +5%
Jane Street
78
Jane Street
New York
$300K 23,206 -169,462 -88%
GC
79
Gratus Capital
Georgia
$291K 22,524 -3,454 -13%
CFA
80
Carroll Financial Associates
North Carolina
$290K 22,444 -88 -0.4%
Osaic Holdings
81
Osaic Holdings
Arizona
$284K 115,534 +115,534 New
IA
82
IFP Advisors
Florida
$254K 19,076 -1,496 -7%
LIA
83
LBMC Investment Advisors
Tennessee
$251K 19,434
OCG
84
Opus Capital Group
Ohio
$238K 18,418 +18,418 New
SWM
85
SeaCrest Wealth Management
New York
$233K 18,050 +1,104 +7%
SFWA
86
Summit Financial Wealth Advisors
Louisiana
$215K 16,772 +5,568 +50%
3C
87
361 Capital
Colorado
$204K 15,748 -8,166 -34%
TAM
88
Townsend Asset Management
North Carolina
$186K 14,374 +50 +0.3%
Wells Fargo
89
Wells Fargo
California
$134K 10,378 -12,996 -56%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$92K 7,122 -998 -12%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$80K 6,206 -1,878 -23%
GT
92
Glenmede Trust
Pennsylvania
$80K 3,996
HR
93
Howe & Rusling
New York
$69K 5,346 +5,346 New
Bessemer Group
94
Bessemer Group
New Jersey
$68K 5,236 +5,236 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$63K 4,850 -52,962 -92%
BMM
96
Berkshire Money Management
Massachusetts
$60K 4,662 +4,662 New
LGWM
97
Litman Gregory Wealth Management
California
$58K 4,468 -2,996 -40%
AIP
98
Ameritas Investment Partners
Nebraska
$58K 4,516 +4,516 New
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$50K 3,860
ACA
100
Aptus Capital Advisors
Alabama
$43K 3,390 -44 -1%