FNDA icon

Schwab Fundamental US Small Company Index ETF

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HG
101
Harbor Group
New Hampshire
$382K +$544 +20 +0.1%
CA
102
Cambridge Advisors
Nebraska
$379K -$12.4K -454 -3%
CCA
103
Cobblestone Capital Advisors
New York
$379K -$4.08K -150 -1%
AOWM
104
Alpha Omega Wealth Management
Virginia
$377K +$111K +4,070 +42%
LIM
105
Leavell Investment Management
Alabama
$367K
AP
106
Appleton Partners
Massachusetts
$358K -$42.5K -1,560 -11%
RSWM
107
Robertson Stephens Wealth Management
California
$355K +$326 +12 +0.1%
TFA
108
Teamwork Financial Advisors
Texas
$333K -$454K -16,676 -58%
EWM
109
Empirical Wealth Management
Washington
$328K +$328K +12,074 New
WFA
110
Wade Financial Advisory
California
$326K
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$323K -$8.5K -312 -3%
IAN
112
Integrated Advisors Network
Texas
$319K -$19.1K -702 -6%
JCM
113
Jag Capital Management
Missouri
$306K
APW
114
Austin Private Wealth
Texas
$306K +$306K +11,256 New
RF
115
RHS Financial
California
$299K -$46.4K -1,706 -13%
PA
116
PFG Advisors
Arizona
$291K +$2.72K +100 +0.9%
SWM
117
SeaCrest Wealth Management
New York
$287K -$15.9K -584 -5%
JLBC
118
J.L. Bainbridge & Co
Florida
$286K
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$280K +$280K +10,278 New
Northern Trust
120
Northern Trust
Illinois
$280K +$280K +10,306 New
RRC
121
Relaxing Retirement Coach
Massachusetts
$276K -$136K -5,012 -33%
CP
122
Camelot Portfolios
Ohio
$274K -$3.48K -128 -1%
BJL
123
Brighton Jones LLC
Washington
$268K +$268K +9,868 New
HR
124
Howe & Rusling
New York
$263K +$118K +4,340 +81%
VNA
125
Valley National Advisers
Pennsylvania
$260K -$3.53K -130 -1%