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Schwab Fundamental US Small Company Index ETF

146 hedge funds and large institutions have $2.66B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
27
Increased
57
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$66K +$60.3K +3,256 +1,064%
SBL
102
Sargent Bickham Lagudis
Colorado
$55K +$16.6K +888 +43%
TWA
103
TCI Wealth Advisors
Arizona
$49K +$49K +2,648 New
CA
104
Cetera Advisors
Colorado
$48K +$48K +2,578 New
RCA
105
Rowland Carmichael Advisors
Arizona
$46K -$433K -23,300 -90%
GWA
106
Guidant Wealth Advisors
Illinois
$46K +$46K +2,486 New
SIAS
107
Shine Investment Advisory Services
Colorado
$38K
FRA
108
Front Row Advisors
California
$37K
US Bancorp
109
US Bancorp
Minnesota
$34K +$34K +1,852 New
IA
110
IFP Advisors
Florida
$33K -$1.66M -89,404 -98%
William Blair & Company
111
William Blair & Company
Illinois
$30K -$14.6K -780 -33%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$27.4K -$1.34M -71,944 -98%
CFGS
113
Concourse Financial Group Securities
Alabama
$25K +$25K +1,370 New
LWA
114
Lenox Wealth Advisors
New York
$24K +$24K +1,300 New
ME
115
McIlrath & Eck
Washington
$23K +$4.6K +248 +25%
PA
116
Parallel Advisors
California
$19K
AWM
117
Avior Wealth Management
Nebraska
$18K +$36 +2 +0.2%
Deutsche Bank
118
Deutsche Bank
Germany
$16K -$4.19K -230 -21%
EWM
119
Edge Wealth Management
New York
$16K
BlackRock
120
BlackRock
New York
$15K +$935 +50 +7%
MA
121
MUFG Americas
New York
$14K
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$13K
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$11K
AP
124
Atwood & Palmer
Missouri
$11K +$11K +600 New
GSWM
125
Golden State Wealth Management
California
$8K +$8K +426 New