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Schwab Fundamental US Small Company Index ETF

126 hedge funds and large institutions have $2.59B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
24
Increased
51
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$15K 370 +304 +461%
VFA
102
Valeo Financial Advisors
Indiana
$15K 382 +382 New
AA
103
Apriem Advisors
California
$14K 340 +340 New
William Blair & Company
104
William Blair & Company
Illinois
$12K 297 +40 +16%
B
105
Bridgeworth
Alabama
$12K 327 +327 New
GAM
106
Gemmer Asset Management
California
$11K 285
SPIA
107
Steward Partners Investment Advisory
New York
$10K 249
KFA
108
Kabarec Financial Advisors
Illinois
$10K 245
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$9K 230 -73 -24%
KCPG
110
Kavar Capital Partners Group
Kansas
$8K 200
RFC
111
Regions Financial Corp
Alabama
$7K 173 +173 New
BWM
112
BerganKDV Wealth Management
Minnesota
$7K 176 +176 New
JCM
113
Jacobi Capital Management
Pennsylvania
$7K 181 +181 New
TIM
114
Tortoise Investment Management
New York
$7K 186 +186 New
APA
115
American Portfolios Advisors
New York
$6.98K 175
ML
116
McAdam LLC
Pennsylvania
$6K 150
PMG
117
ProVise Management Group
Florida
$5.71K 142,979 +2,321 +2%
GI
118
Gradient Investments
Minnesota
$5K 116 +116 New
Citigroup
119
Citigroup
New York
$3K 76
HFM
120
Hartford Financial Management
Connecticut
$3K 63 +63 New
S
121
SignatureFD
Georgia
$2K 45 +45 New
FMP
122
Financial Management Professionals
Texas
$2K 53 +53 New
GEA
123
Glen Eagle Advisors
New Jersey
$1.44K 36
MS
124
Marshall & Sullivan
Washington
$1.04K 26 +26 New
FRA
125
Front Row Advisors
California
$40 990