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Schwab Fundamental US Small Company Index ETF

188 hedge funds and large institutions have $3.08B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+28
Holders Change %
+17.5%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
52
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
101
Townsend Asset Management
North Carolina
$303K -$1.2K -56 -0.4%
IAN
102
Integrated Advisors Network
Texas
$301K -$16.4K -762 -5%
CCA
103
Cobblestone Capital Advisors
New York
$301K
CBT
104
Capital Bank & Trust
California
$292K +$292K +13,604 New
UCFA
105
United Capital Financial Advisors
Texas
$280K +$280K +13,036 New
TRCT
106
Tower Research Capital (TRC)
New York
$277K -$3.2M -149,194 -92%
VNA
107
Valley National Advisers
Pennsylvania
$269K -$16K -744 -6%
WFA
108
Wade Financial Advisory
California
$262K
MWM
109
Modera Wealth Management
New Jersey
$242K +$242K +11,296 New
SWM
110
SeaCrest Wealth Management
New York
$238K -$84K -3,918 -26%
CP
111
Camelot Portfolios
Ohio
$238K +$238K +11,108 New
JLBC
112
J.L. Bainbridge & Co
Florida
$226K +$226K +10,532 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$224K +$224K +10,420 New
SFS
114
Summit Financial Strategies
Ohio
$220K +$220K +10,246 New
VFA
115
Valeo Financial Advisors
Indiana
$209K +$56.8K +2,640 +37%
AOWM
116
Alpha Omega Wealth Management
Virginia
$205K +$205K +9,574 New
PA
117
PFG Advisors
Arizona
$202K +$202K +9,390 New
Deutsche Bank
118
Deutsche Bank
Germany
$174K +$4.29K +200 +3%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$166K -$990K -46,058 -86%
PWM
120
Perigon Wealth Management
California
$153K +$153K +7,142 New
CTFG
121
Capstone Triton Financial Group
Oklahoma
$144K +$144K +6,706 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$138K -$38.5K -1,796 -22%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$119K +$103K +4,780 +641%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$117K
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$116K -$50.4K -2,360 -30%