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Schwab Fundamental US Small Company Index ETF

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
26
Increased
39
Reduced
65
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
101
Litman Gregory Wealth Management
California
$71K
AIP
102
Ameritas Investment Partners
Nebraska
$71K
PAG
103
Private Advisor Group
New Jersey
$70K +$70K +4,398 New
GRP
104
Global Retirement Partners
California
$56K +$43.7K +2,730 +355%
Deutsche Bank
105
Deutsche Bank
Germany
$50K +$6.23K +394 +14%
APA
106
American Portfolios Advisors
New York
$47.4K
FRA
107
Front Row Advisors
California
$46K +$14.4K +900 +45%
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$40K -$21K -1,330 -34%
SIAS
109
Shine Investment Advisory Services
Colorado
$40K -$4.55K -288 -10%
ACA
110
Aptus Capital Advisors
Alabama
$33K -$20.7K -1,308 -39%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$29K -$68.6K -4,362 -70%
CWC
112
Carolinas Wealth Consulting
North Carolina
$27K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$27K
US Bancorp
114
US Bancorp
Minnesota
$26K -$22.1K -1,412 -46%
SMG
115
Spectrum Management Group
Indiana
$25K
FCAS
116
First Command Advisory Services
Texas
$24K -$385 -24 -2%
LWA
117
Lenox Wealth Advisors
New York
$21K
Citigroup
118
Citigroup
New York
$20K +$6.26K +398 +46%
ME
119
McIlrath & Eck
Washington
$19K
FP
120
Financial Perspectives
Minnesota
$17.3K
HFA
121
Hoover Financial Advisors
Pennsylvania
$16K +$16K +1,000 New
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$4.15K -260 -22%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$15K +$13.2K +830 +741%
FA
124
Financial Advantage
Maryland
$14K +$14K +906 New
MCM
125
Manchester Capital Management
Vermont
$13K +$13K +838 New