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Schwab Fundamental US Small Company Index ETF

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
26
Increased
39
Reduced
65
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
126
Liberty Wealth Management
California
$10K +$10K +658 New
BlackRock
127
BlackRock
New York
$9K -$6.47K -398 -42%
FCFS
128
First Command Financial Services
Texas
$9K
FCB
129
First Command Bank
Texas
$9K
JCM
130
Jacobi Capital Management
Pennsylvania
$8K +$8K +514 New
EWM
131
Edge Wealth Management
New York
$7K
MA
132
Modus Advisors
Minnesota
$7K +$7K +416 New
ACA
133
Atlas Capital Advisors
Wyoming
$6.76K
SPIA
134
Steward Partners Investment Advisory
New York
$6K -$2.39K -142 -29%
RIM
135
Rockbridge Investment Management
New York
$6K +$6K +358 New
AC
136
AlphaCore Capital
California
$5K -$7.86K -478 -61%
HFS
137
Hantz Financial Services
Michigan
$5K
BWL
138
Bogart Wealth LLC
Virginia
$4K +$30 +2 +0.8%
SBL
139
Sargent Bickham Lagudis
Colorado
$3K -$28.1K -1,854 -90%
JFA
140
JNBA Financial Advisors
Minnesota
$3K
SIM
141
Sonora Investment Management
Arizona
$3K +$2.74K +146 +1,043%
BFC
142
Bedel Financial Consulting
Indiana
$3K +$3K +164 New
CL
143
Cabana LLC
Arkansas
$3K +$3K +212 New
AWA
144
Arkadios Wealth Advisors
Georgia
$2.01K
MSFP
145
Mark Sheptoff Financial Planning
Connecticut
$2K
CAAS
146
Capital Asset Advisory Services
Michigan
$2K
BAM
147
Bellevue Asset Management
Washington
$2K +$587 +44 +42%
AIM
148
Anchor Investment Management
South Carolina
$1.27K
CA
149
Clearstead Advisors
Ohio
$1K -$6.07K -364 -86%
FMP
150
Financial Management Professionals
Texas
$1K -$404 -38 -29%