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Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
126
Citigroup
New York
$11K 874
AC
127
AlphaCore Capital
California
$10K 782 -4,334 -85%
MA
128
MUFG Americas
New York
$10K 748
GRP
129
Global Retirement Partners
California
$10K 770 +770 New
FCFS
130
First Command Financial Services
Texas
$8K 590
FCB
131
First Command Bank
Texas
$8K 590
FWM
132
Filbrandt Wealth Management
Wisconsin
$8K 584 +584 New
SPIA
133
Steward Partners Investment Advisory
New York
$6K 498 -28 -5%
EWM
134
Edge Wealth Management
New York
$6K 436
ACA
135
Atlas Capital Advisors
Wyoming
$5.51K 426 +2 +0.5%
TIM
136
Tortoise Investment Management
New York
$5K 372
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$5K 386
CA
138
Clearstead Advisors
Ohio
$5K 424 +424 New
HFS
139
Hantz Financial Services
Michigan
$4K 322 +322 New
BWL
140
Bogart Wealth LLC
Virginia
$3K 262 +262 New
BAM
141
Bellevue Asset Management
Washington
$2K 106
FMP
142
Financial Management Professionals
Texas
$2K 132 +22 +20%
CAAS
143
Capital Asset Advisory Services
Michigan
$2K 122 +122 New
JFA
144
JNBA Financial Advisors
Minnesota
$2K 188 +188 New
AWA
145
Arkadios Wealth Advisors
Georgia
$1.66K 128
AIM
146
Anchor Investment Management
South Carolina
$1.04K 80
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$1K 112 -6,196 -98%
LWA
148
Lowe Wealth Advisors
Maryland
$1K 52
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$1K 104
TFGT
150
TS Financial Group (TSFG)
Illinois
$1K 54