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Schwab Fundamental US Small Company Index ETF

160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
43
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$128K
VFA
102
Valeo Financial Advisors
Indiana
$117K -$22.3K -1,352 -16%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$103K -$6.04K -362 -6%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$90K -$17.7K -1,070 -16%
HR
105
Howe & Rusling
New York
$88K
LGWM
106
Litman Gregory Wealth Management
California
$74K
AIP
107
Ameritas Investment Partners
Nebraska
$74K
FRA
108
Front Row Advisors
California
$59K
GRP
109
Global Retirement Partners
California
$58K
PS
110
Planned Solutions
California
$48K +$48K +2,878 New
SIAS
111
Shine Investment Advisory Services
Colorado
$42K
ACA
112
Aptus Capital Advisors
Alabama
$34K
APA
113
American Portfolios Advisors
New York
$32K -$17.4K -1,050 -35%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$28K
SIM
115
Sonora Investment Management
Arizona
$27K +$24.4K +1,480 +925%
SMG
116
Spectrum Management Group
Indiana
$26K
ASN
117
Advisory Services Network
Georgia
$26K +$26K +1,564 New
GT
118
Glenmede Trust
Pennsylvania
$25K +$25K +1,570 New
LWA
119
Lenox Wealth Advisors
New York
$22K
Citigroup
120
Citigroup
New York
$19K -$2.58K -152 -12%
ME
121
McIlrath & Eck
Washington
$19K
NFG
122
Next Financial Group
Texas
$19K +$19K +1,124 New
CPW
123
Catalyst Private Wealth
California
$19K +$19K +1,136 New
FP
124
Financial Perspectives
Minnesota
$18K
HFA
125
Hoover Financial Advisors
Pennsylvania
$17K