FNDA icon

Schwab Fundamental US Small Company Index ETF

209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
39
Increased
62
Reduced
69
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TAM
101
Townsend Asset Management
North Carolina
$358K 7,073 +2 +0%
UCFA
102
United Capital Financial Advisors
Texas
$358K 7,059 +541 +8%
CCA
103
Cobblestone Capital Advisors
New York
$357K 7,051 +34 +0.5%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$356K 7,036 -235 -3%
RSWM
105
Robertson Stephens Wealth Management
California
$330K 6,522 -682 -9%
RF
106
RHS Financial
California
$321K 6,345 -4,302 -40%
IAN
107
Integrated Advisors Network
Texas
$315K 6,216 -789 -11%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$308K 6,086 +876 +17%
WFA
109
Wade Financial Advisory
California
$304K 6,002 -110 -2%
MCM
110
MAI Capital Management
Ohio
$297K 5,865 -6,315 -52%
CBT
111
Capital Bank & Trust
California
$289K 5,695 -1,107 -16%
JCM
112
Jag Capital Management
Missouri
$285K 5,624 +5,624 New
SWM
113
SeaCrest Wealth Management
New York
$282K 5,568 +18 +0.3%
PA
114
PFG Advisors
Arizona
$268K 5,296 +601 +13%
JLBC
115
J.L. Bainbridge & Co
Florida
$267K 5,266
CP
116
Camelot Portfolios
Ohio
$259K 5,110 -444 -8%
PCA
117
Personal Capital Advisors
California
$254K 5,007 +5,007 New
Wells Fargo
118
Wells Fargo
California
$250K 4,942 +2,728 +123%
AOWM
119
Alpha Omega Wealth Management
Virginia
$248K 4,889 +102 +2%
VNA
120
Valley National Advisers
Pennsylvania
$246K 4,851 -1,406 -22%
SFWA
121
Summit Financial Wealth Advisors
Louisiana
$242K 5,635 +5,635 New
APG
122
Abacus Planning Group
South Carolina
$234K 4,612 +4,612 New
JIC
123
Johnson Investment Counsel
Ohio
$232K 4,588 +4,588 New
PCMK
124
Paragon Capital Management (Kansas)
Kansas
$227K 4,353 +4,353 New
CTFG
125
Capstone Triton Financial Group
Oklahoma
$220K 4,342 +989 +29%