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Schwab Fundamental US Small Company Index ETF

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
26
Increased
39
Reduced
65
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$298K -$136K -8,596 -31%
CFA
77
Carroll Financial Associates
North Carolina
$297K -$58.6K -3,698 -16%
DP
78
DDD Partners
Washington
$297K +$297K +18,730 New
OCG
79
Opus Capital Group
Ohio
$294K +$1.56K +98 +0.5%
SWM
80
SeaCrest Wealth Management
New York
$286K -$699 -44 -0.2%
PPA
81
Parametric Portfolio Associates
Washington
$276K +$276K +17,416 New
VNA
82
Valley National Advisers
Pennsylvania
$269K -$710K -44,664 -73%
CA
83
Cambridge Advisors
Nebraska
$264K -$415K -26,160 -61%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$253K -$164K -10,362 -39%
Goldman Sachs
85
Goldman Sachs
New York
$249K -$166K -10,484 -40%
HighTower Advisors
86
HighTower Advisors
Illinois
$243K +$243K +15,338 New
TSS
87
Two Sigma Securities
New York
$242K +$242K +15,280 New
SFWA
88
Summit Financial Wealth Advisors
Louisiana
$241K -$21.4K -1,370 -8%
IAN
89
Integrated Advisors Network
Texas
$233K +$233K +14,686 New
TAM
90
Townsend Asset Management
North Carolina
$226K -$2.22K -140 -1%
BWM
91
BerganKDV Wealth Management
Minnesota
$226K +$226K +14,242 New
Financial Engines Advisors
92
Financial Engines Advisors
California
$225K +$225K +14,198 New
RG
93
Retirement Group
California
$212K +$212K +13,338 New
VFA
94
Valeo Financial Advisors
Indiana
$134K +$134K +8,430 New
PIMG
95
Patriot Investment Management Group
Tennessee
$129K +$129K +8,148 New
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$124K +$86.4K +5,428 +230%
Wells Fargo
97
Wells Fargo
California
$115K -$49K -3,100 -30%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$103K -$9.48K -600 -8%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$102K +$102K +6,540 New
HR
100
Howe & Rusling
New York
$85K