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Schwab Fundamental US Small Company Index ETF

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCMK
126
Paragon Capital Management (Kansas)
Kansas
$244K +$7.29K +268 +3%
BPA
127
Beacon Pointe Advisors
California
$243K +$243K +8,946 New
MCM
128
Maryland Capital Management
Maryland
$241K +$241K +8,866 New
PCA
129
Personal Capital Advisors
California
$233K -$39.6K -1,456 -15%
CTFG
130
Capstone Triton Financial Group
Oklahoma
$232K -$3.75K -138 -2%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$232K +$7.19K +264 +3%
DAS
132
Dynamic Advisor Solutions
Arizona
$226K -$380 -14 -0.2%
Deutsche Bank
133
Deutsche Bank
Germany
$221K
SFWA
134
Summit Financial Wealth Advisors
Louisiana
$220K -$86.4K -3,178 -28%
CPIG
135
Chicago Partners Investment Group
Illinois
$212K +$1.06K +40 +0.5%
Cerity Partners
136
Cerity Partners
New York
$209K +$209K +7,668 New
JIC
137
Johnson Investment Counsel
Ohio
$208K -$41.5K -1,526 -17%
SWM
138
Spire Wealth Management
Virginia
$183K +$146K +5,362 +389%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$181K +$33.5K +1,236 +23%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$163K +$216 +8 +0.1%
William Blair & Company
141
William Blair & Company
Illinois
$152K -$40.5K -1,488 -21%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$148K -$2.73K -100 -2%
US Bancorp
143
US Bancorp
Minnesota
$147K -$655 -24 -0.4%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$118K -$44.8K -1,658 -28%
GRP
145
Global Retirement Partners
California
$95K
FRA
146
Front Row Advisors
California
$90K +$15.5K +600 +21%
EVM
147
Eaton Vance Management
Massachusetts
$84K -$37.8K -1,388 -31%
FFA
148
Freedman Financial Associates
Massachusetts
$83K
Simplex Trading
149
Simplex Trading
Illinois
$72K -$24.9K -920 -26%
AC
150
Arjuna Capital
North Carolina
$69K +$69K +2,550 New