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Schwab Fundamental US Small Company Index ETF

178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+27
Holders Change %
+17.88%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
48
Increased
61
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
126
Sargent Bickham Lagudis
Colorado
$63K +$4.12K +206 +7%
US Bancorp
127
US Bancorp
Minnesota
$61K +$874 +44 +1%
RCA
128
Rowland Carmichael Advisors
Arizona
$50K
SIAS
129
Shine Investment Advisory Services
Colorado
$41K
APA
130
American Portfolios Advisors
New York
$40.5K
FRA
131
Front Row Advisors
California
$40K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$40K +$40K +1,972 New
NFG
133
Next Financial Group
Texas
$37K +$933 +46 +3%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$35K
SMG
135
Spectrum Management Group
Indiana
$32K +$32K +1,582 New
FCAS
136
First Command Advisory Services
Texas
$31K -$4.24K -208 -12%
BWM
137
BerganKDV Wealth Management
Minnesota
$30K +$30K +1,514 New
FCM
138
Firestone Capital Management
Florida
$29K +$29K +1,452 New
BWM
139
Baystate Wealth Management
Massachusetts
$29K +$29K +1,460 New
LWA
140
Lenox Wealth Advisors
New York
$27K
BlackRock
141
BlackRock
New York
$27K +$5.4K +266 +25%
SAM
142
S.A. Mason
Michigan
$27K +$27K +1,326 New
ME
143
McIlrath & Eck
Washington
$24K -$1.44K -70 -6%
MA
144
MCF Advisors
Kentucky
$22K
FP
145
Financial Perspectives
Minnesota
$21.9K +$21.9K +1,088 New
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$9.03K +456 +75%
Citigroup
147
Citigroup
New York
$18K -$41 -2 -0.2%
MA
148
MUFG Americas
New York
$15K
CAGAS
149
Capital Advisory Group Advisory Services
Minnesota
$14K +$14K +690 New
CL
150
Cabana LLC
Arkansas
$14K +$14K +700 New