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Schwab Fundamental US Small Company Index ETF

209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
39
Increased
62
Reduced
69
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$211K +$211K +8,340 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$209K +$46.1K +1,820 +28%
CPIG
128
Chicago Partners Investment Group
Illinois
$209K +$209K +7,986 New
Truist Financial
129
Truist Financial
North Carolina
$209K +$209K +8,248 New
Deutsche Bank
130
Deutsche Bank
Germany
$206K
William Blair & Company
131
William Blair & Company
Illinois
$179K -$432K -17,054 -71%
VFA
132
Valeo Financial Advisors
Indiana
$179K -$66.8K -2,640 -27%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$153K +$12.6K +498 +9%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$151K +$108K +4,300 +251%
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$140K +$2.53K +100 +2%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$138K
US Bancorp
137
US Bancorp
Minnesota
$137K +$608 +24 +0.4%
HR
138
Howe & Rusling
New York
$135K
LGWM
139
Litman Gregory Wealth Management
California
$127K +$13.6K +534 +12%
EVM
140
Eaton Vance Management
Massachusetts
$114K +$114K +4,472 New
Simplex Trading
141
Simplex Trading
Illinois
$90K +$90K +3,576 New
GRP
142
Global Retirement Partners
California
$89K
VBCG
143
Valley Brook Capital Group
Pennsylvania
$81K +$81K +3,212 New
FFA
144
Freedman Financial Associates
Massachusetts
$77K
FRA
145
Front Row Advisors
California
$73K
APA
146
American Portfolios Advisors
New York
$49.1K +$7.09K +280 +17%
SFP
147
Sterling Financial Planning
New Jersey
$45K
SIM
148
Sonora Investment Management
Arizona
$45K +$26.8K +1,070 +148%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$41K +$13.6K +534 +49%
AIC
150
Ameritas Investment Company
Nebraska
$39K +$39K +1,538 New