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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.58B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
3.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
18
Increased
56
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
101
American Portfolios Advisors
New York
$72.1K +$65.5K +3,478 +994%
ADL
102
Asset Dedication LLC
California
$69K -$15.3K -812 -18%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$67K -$416 -22 -0.6%
SBL
104
Sargent Bickham Lagudis
Colorado
$60K +$4.56K +242 +8%
PO
105
Private Ocean
California
$57K -$97.6K -5,242 -63%
US Bancorp
106
US Bancorp
Minnesota
$50K +$15.1K +800 +43%
FCAS
107
First Command Advisory Services
Texas
$47K -$266M -14,023,546 -100%
GWA
108
Guidant Wealth Advisors
Illinois
$47K
RCA
109
Rowland Carmichael Advisors
Arizona
$47K
SIAS
110
Shine Investment Advisory Services
Colorado
$39K
FRA
111
Front Row Advisors
California
$37K
NFG
112
Next Financial Group
Texas
$34K +$34K +1,778 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$32K +$32K +1,716 New
DWM
114
Destination Wealth Management
California
$28K +$28K +1,492 New
RCAG
115
Rehmann Capital Advisory Group
Michigan
$27.8K
FCFS
116
First Command Financial Services
Texas
$27K -$380K -20,096 -93%
FCB
117
First Command Bank
Texas
$27K -$380K -20,096 -93%
LWA
118
Lenox Wealth Advisors
New York
$24K
ME
119
McIlrath & Eck
Washington
$23K
MA
120
MCF Advisors
Kentucky
$21K +$21K +1,118 New
PA
121
Parallel Advisors
California
$19K
AWM
122
Avior Wealth Management
Nebraska
$19K +$38 +2 +0.2%
BlackRock
123
BlackRock
New York
$17K +$2.05K +110 +14%
EWM
124
Edge Wealth Management
New York
$16K
MA
125
MUFG Americas
New York
$14K