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Schwab Fundamental US Small Company Index ETF

146 hedge funds and large institutions have $2.66B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
27
Increased
57
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
126
BerganKDV Wealth Management
Minnesota
$7K
TIM
127
Tortoise Investment Management
New York
$7K
APA
128
American Portfolios Advisors
New York
$6.52K +$6.52K +350 New
FHB
129
First Hawaiian Bank
Hawaii
$6K
GI
130
Gradient Investments
Minnesota
$5K +$5K +272 New
SIM
131
Sonora Investment Management
Arizona
$5K +$5K +290 New
ACA
132
Ackerman Capital Advisors
Texas
$4.67K +$171 +9,196 +4%
Citigroup
133
Citigroup
New York
$3K
WT
134
Whittier Trust
California
$3K +$3K +166 New
S
135
SignatureFD
Georgia
$2K
FMP
136
Financial Management Professionals
Texas
$2K
MSFP
137
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +104 New
AIM
138
Anchor Investment Management
South Carolina
$1.49K -$373 -20 -20%
GEA
139
Glen Eagle Advisors
New Jersey
$1.34K
AF
140
Allworth Financial
California
$1K
TFGT
141
TS Financial Group (TSFG)
Illinois
$1K +$1K +54 New
IBOK
142
Independence Bank of Kentucky
Kentucky
$1K +$1K +58 New
GT
143
Glenmede Trust
Pennsylvania
$176 +$170 +9,158 +2,844%
FC
144
Financial Consulate
Maryland
-$1.43M -87,226 Closed
AI
145
Atria Investments
North Carolina
-$1.07M -65,056 Closed
SWM
146
SVA Wealth Management
Wisconsin
-$545K -33,184 Closed
RF
147
RHS Financial
California
-$310K -18,882 Closed
SFS
148
Summit Financial Strategies
Ohio
-$293K -17,844 Closed
JIC
149
Johnson Investment Counsel
Ohio
-$234K -14,328 Closed
TCM
150
Tradewinds Capital Management
Washington
-$86K -5,220 Closed