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Schwab Fundamental US Small Company Index ETF

160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
43
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
126
Carolinas Wealth Consulting
North Carolina
$14K -$14K -838 -50%
BlackRock
127
BlackRock
New York
$14K +$4.9K +298 +54%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$12K -$3.15K -196 -21%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$4.91K -290 -31%
FCAS
130
First Command Advisory Services
Texas
$10K -$15.7K -914 -61%
FCB
131
First Command Bank
Texas
$10K
FCFS
132
First Command Financial Services
Texas
$10K
SPIA
133
Steward Partners Investment Advisory
New York
$10K +$4.03K +240 +67%
Wells Fargo
134
Wells Fargo
California
$8K -$108K -6,774 -93%
JCM
135
Jacobi Capital Management
Pennsylvania
$8K
JWM
136
Jeppson Wealth Management
California
$8K +$8K +500 New
RIM
137
Rockbridge Investment Management
New York
$6K
SL
138
Savior LLC
Massachusetts
$6K +$6K +358 New
HFS
139
Hantz Financial Services
Michigan
$5K
AC
140
AlphaCore Capital
California
$4K -$504 -34 -11%
BWL
141
Bogart Wealth LLC
Virginia
$4K
US Bancorp
142
US Bancorp
Minnesota
$3K -$21.9K -1,458 -88%
BFC
143
Bedel Financial Consulting
Indiana
$3K
JFA
144
JNBA Financial Advisors
Minnesota
$3K
SBL
145
Sargent Bickham Lagudis
Colorado
$3K
BAM
146
Bellevue Asset Management
Washington
$3K +$39 +2 +1%
BW
147
Bison Wealth
Georgia
$3K +$3K +170 New
AWA
148
Arkadios Wealth Advisors
Georgia
$2.28K
FMP
149
Financial Management Professionals
Texas
$2K
MSFP
150
Mark Sheptoff Financial Planning
Connecticut
$2K