FNDA icon

Schwab Fundamental US Small Company Index ETF

136 hedge funds and large institutions have $2.78B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
25
Increased
53
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$22K 618
Deutsche Bank
102
Deutsche Bank
Germany
$22K 542 +542 New
ME
103
McIlrath & Eck
Washington
$20K 496
BBPWM
104
Blue Bell Private Wealth Management
Pennsylvania
$19K 467 +467 New
EWM
105
Edge Wealth Management
New York
$17K 418
WC
106
Whitney & Co
New York
$17K 440
ASN
107
Advisory Services Network
Georgia
$15K 365
VFA
108
Valeo Financial Advisors
Indiana
$14K 382
GAM
109
Gemmer Asset Management
California
$12K 285
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$12K 302 +72 +31%
AAP
111
Arax Advisory Partners
Colorado
$11K 279 +279 New
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$11K 280 +280 New
TIM
113
Tortoise Investment Management
New York
$8K 186
APA
114
American Portfolios Advisors
New York
$7.13K 175
BWM
115
BerganKDV Wealth Management
Minnesota
$7K 176
RFC
116
Regions Financial Corp
Alabama
$7K 173
FHB
117
First Hawaiian Bank
Hawaii
$7K 162 +162 New
ML
118
McAdam LLC
Pennsylvania
$6K 150
APP
119
Avantax Planning Partners
Iowa
$5K 134 +134 New
GI
120
Gradient Investments
Minnesota
$3K 73 -43 -37%
Citigroup
121
Citigroup
New York
$3K 77 +1 +1%
RFA
122
Reilly Financial Advisors
California
$3K 64 +64 New
Financial Engines Advisors
123
Financial Engines Advisors
California
$3K 68 +68 New
AIM
124
Anchor Investment Management
South Carolina
$2.04K 50 +50 New
William Blair & Company
125
William Blair & Company
Illinois
$2K 40 -257 -87%