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Schwab Fundamental US Small Company Index ETF

209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
39
Increased
62
Reduced
69
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JCIA
76
Jackson Creek Investment Advisors
Colorado
$580K 11,449 +659 +6%
SSC
77
Syverson Strege & Co
Iowa
$579K 11,430 +542 +5%
OPS
78
Orion Portfolio Solutions
Nebraska
$567K 11,202 -1,657 -13%
RG
79
Retirement Group
California
$556K 10,979 +297 +3%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$555K 10,967 +10,967 New
FWP
81
FAS Wealth Partners
Kansas
$546K 10,769 -1,991 -16%
FP
82
Financial Perspectives
Minnesota
$544K 27,559 +27,015 +4,966%
LIA
83
LBMC Investment Advisors
Tennessee
$534K 10,535 +557 +6%
WF
84
WoodTrust Financial
Wisconsin
$503K 9,922
CFA
85
Carroll Financial Associates
North Carolina
$486K 9,604 +231 +2%
IA
86
IFP Advisors
Florida
$483K 9,511 -3,775 -28%
DP
87
DDD Partners
Washington
$461K 9,092 -2,387 -21%
HighTower Advisors
88
HighTower Advisors
Illinois
$451K 8,951 +1,111 +14%
OCG
89
Opus Capital Group
Ohio
$442K 8,724 -175 -2%
HFS
90
Howard Financial Services
Texas
$431K 8,506 +539 +7%
SW
91
SVB Wealth
Massachusetts
$431K 8,501 +8,501 New
Goldman Sachs
92
Goldman Sachs
New York
$420K 8,285 -32,509 -80%
CW
93
CreativeOne Wealth
Kansas
$393K 7,751 -342 -4%
EWA
94
EP Wealth Advisors
California
$386K 7,616 +7,616 New
RRC
95
Relaxing Retirement Coach
Massachusetts
$384K 7,582 -8,447 -53%
AP
96
Appleton Partners
Massachusetts
$373K 7,355 +7,355 New
PPA
97
Parametric Portfolio Associates
Washington
$369K 7,291 -469 -6%
LIM
98
Leavell Investment Management
Alabama
$367K 7,241 -154 -2%
CA
99
Cambridge Advisors
Nebraska
$364K 7,191 +95 +1%
HG
100
Harbor Group
New Hampshire
$360K 7,008 -2,407 -26%