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Schwab Fundamental US Small Company Index ETF

188 hedge funds and large institutions have $3.08B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+28
Holders Change %
+17.5%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
52
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$508K +$8.96K +418 +2%
CFA
77
Cahill Financial Advisors
Minnesota
$506K +$943 +44 +0.2%
CFO
78
CVA Family Office
Colorado
$500K +$43 +2 +0%
DP
79
DDD Partners
Washington
$493K +$82.4K +3,836 +20%
SSC
80
Syverson Strege & Co
Iowa
$467K +$467K +21,776 New
JCIA
81
Jackson Creek Investment Advisors
Colorado
$463K +$48.4K +2,254 +12%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$458K -$36.8K -1,602 -7%
RG
83
Retirement Group
California
$458K +$104K +4,832 +29%
RF
84
RHS Financial
California
$457K +$133K +6,208 +41%
HG
85
Harbor Group
New Hampshire
$430K +$430K +18,830 New
LIA
86
LBMC Investment Advisors
Tennessee
$428K +$11.2K +522 +3%
WF
87
WoodTrust Financial
Wisconsin
$426K -$1.67K -78 -0.4%
Citadel Advisors
88
Citadel Advisors
Florida
$417K -$2.6M -121,052 -86%
CFA
89
Carroll Financial Associates
North Carolina
$402K
RA
90
Reby Advisors
Connecticut
$384K +$384K +17,916 New
OCG
91
Opus Capital Group
Ohio
$382K -$15.4K -718 -4%
CW
92
CreativeOne Wealth
Kansas
$347K +$347K +16,186 New
LFF
93
Level Four Financial
Texas
$345K +$345K +16,056 New
HFS
94
Howard Financial Services
Texas
$342K -$124K -5,754 -27%
PPA
95
Parametric Portfolio Associates
Washington
$333K -$13K -606 -4%
HighTower Advisors
96
HighTower Advisors
Illinois
$332K +$40.9K +1,934 +14%
LIM
97
Leavell Investment Management
Alabama
$318K -$386K -17,970 -55%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$317K +$182K +8,364 +135%
RSWM
99
Robertson Stephens Wealth Management
California
$309K +$309K +14,408 New
CA
100
Cambridge Advisors
Nebraska
$305K -$50.5K -2,350 -14%