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Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ASN
101
Advisory Services Network
Georgia
$41K 3,184 -3,364 -51%
US Bancorp
102
US Bancorp
Minnesota
$40K 3,070
APA
103
American Portfolios Advisors
New York
$38.7K 2,988 +976 +49%
SIAS
104
Shine Investment Advisory Services
Colorado
$36K 2,818 +762 +37%
Deutsche Bank
105
Deutsche Bank
Germany
$36K 2,768 +2,768 New
RCA
106
Rowland Carmichael Advisors
Arizona
$32K 2,478
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$31K 2,360 -5,100 -68%
FRA
108
Front Row Advisors
California
$29K 1,980
SBL
109
Sargent Bickham Lagudis
Colorado
$27K 2,052 -1,098 -35%
NFG
110
Next Financial Group
Texas
$25K 1,904 +80 +4%
BWM
111
Baystate Wealth Management
Massachusetts
$25K 1,904 +444 +30%
OPS
112
Orion Portfolio Solutions
Nebraska
$23K 1,812 -8,070 -82%
CWC
113
Carolinas Wealth Consulting
North Carolina
$22K 1,674 -13,204 -89%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$22K 1,716
FCAS
115
First Command Advisory Services
Texas
$20K 1,522
SMG
116
Spectrum Management Group
Indiana
$20K 1,582
VCM
117
Vigilant Capital Management
Maine
$17K 1,340 -1,044,016 -100%
LWA
118
Lenox Wealth Advisors
New York
$17K 1,324
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$16K 1,200 +140 +13%
ME
120
McIlrath & Eck
Washington
$15K 1,170
FP
121
Financial Perspectives
Minnesota
$14.1K 1,088
MA
122
MCF Advisors
Kentucky
$14K 1,118
PA
123
Parallel Advisors
California
$12K 942 -21,408 -96%
SAM
124
S.A. Mason
Michigan
$12K 890 -436 -33%
BlackRock
125
BlackRock
New York
$12K 952 -378 -28%