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Schwab Fundamental US Small Company Index ETF

160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
43
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCIA
76
Jackson Creek Investment Advisors
Colorado
$319K +$319K +19,326 New
DP
77
DDD Partners
Washington
$316K +$6.48K +392 +2%
CFA
78
Carroll Financial Associates
North Carolina
$309K
OPS
79
Orion Portfolio Solutions
Nebraska
$308K -$54.1K -3,276 -15%
OCG
80
Opus Capital Group
Ohio
$306K
CA
81
Cambridge Advisors
Nebraska
$273K -$1.65K -100 -0.6%
RG
82
Retirement Group
California
$273K +$52.7K +3,194 +24%
FTUS
83
Flow Traders U.S.
New York
$267K -$539K -32,618 -67%
PPA
84
Parametric Portfolio Associates
Washington
$266K -$21.3K -1,290 -7%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$261K +$261K +15,796 New
William Blair & Company
86
William Blair & Company
Illinois
$251K +$251K +15,182 New
RF
87
RHS Financial
California
$249K +$249K +15,086 New
SWM
88
SeaCrest Wealth Management
New York
$248K -$49.3K -2,988 -17%
IAN
89
Integrated Advisors Network
Texas
$244K +$1.42K +86 +0.6%
TAM
90
Townsend Asset Management
North Carolina
$235K -$596 -36 -0.3%
CCA
91
Cobblestone Capital Advisors
New York
$232K -$282K -17,050 -55%
Financial Engines Advisors
92
Financial Engines Advisors
California
$226K -$9.14K -552 -4%
HighTower Advisors
93
HighTower Advisors
Illinois
$224K -$25.9K -1,592 -10%
MMA
94
Miracle Mile Advisors
California
$224K +$224K +13,556 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$223K -$87.6K -5,294 -28%
VNA
96
Valley National Advisers
Pennsylvania
$219K -$60.7K -3,672 -22%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$205K +$205K +12,422 New
WFA
98
Wade Financial Advisory
California
$202K +$202K +12,224 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$136K +$106K +6,392 +347%
Deutsche Bank
100
Deutsche Bank
Germany
$131K +$78.7K +4,756 +150%