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Schwab Fundamental US Small Company Index ETF

114 hedge funds and large institutions have $2.09B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
45
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$9K 249
KFA
102
Kabarec Financial Advisors
Illinois
$9K 245
KCPG
103
Kavar Capital Partners Group
Kansas
$7K 200 +200 New
APA
104
American Portfolios Advisors
New York
$6.52K 175
ML
105
McAdam LLC
Pennsylvania
$6K 150 +150 New
APP
106
Avantax Planning Partners
Iowa
$5K 134 +134 New
Citigroup
107
Citigroup
New York
$3K 76
TWA
108
TCI Wealth Advisors
Arizona
$2K 60 +60 New
SEI Investments
109
SEI Investments
Pennsylvania
$2K 66 +66 New
GEA
110
Glen Eagle Advisors
New Jersey
$1.34K 36
DWM
111
Destination Wealth Management
California
$1K 11 +11 New
FCAS
112
First Command Advisory Services
Texas
$0 14 -3,917,276 -100%
AssetMark Inc
113
AssetMark Inc
California
-86,779 Closed
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
-39,284 Closed
JG
115
Jefferies Group
New York
-13,700 Closed
Ameriprise
116
Ameriprise
Minnesota
-5,525 Closed
SG Americas Securities
117
SG Americas Securities
New York
-5,081 Closed
PMFA
118
Plante Moran Financial Advisors
Michigan
-1,338 Closed
SIM
119
Sonora Investment Management
Arizona
-241 Closed
SHJ
120
Sharkey, Howes & Javer
Colorado
-162 Closed
WA
121
Winfield Associates
Ohio
-100 Closed
TCM
122
Tradewinds Capital Management
Washington
-82 Closed
FAAS
123
First Allied Advisory Services
California
-28 Closed
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$0 1
KF
125
Krilogy Financial
Missouri
$0 13 +3 +30%