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Schwab Fundamental US Small Company Index ETF

178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+27
Holders Change %
+17.88%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
48
Increased
61
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCFS
151
First Command Financial Services
Texas
$12K
FCB
152
First Command Bank
Texas
$12K
SPIA
153
Steward Partners Investment Advisory
New York
$10K
EWM
154
Edge Wealth Management
New York
$9K -$8.26K -400 -48%
ACA
155
Atlas Capital Advisors
Wyoming
$8.57K
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$8K +$3.4K +164 +74%
TIM
157
Tortoise Investment Management
New York
$7K
SIM
158
Sonora Investment Management
Arizona
$6K +$6K +280 New
JWBC
159
John W. Brooker & Co
California
$5K +$5K +244 New
SHWM
160
Silicon Hills Wealth Management
Texas
$4.48K +$4.48K +580 New
S
161
SignatureFD
Georgia
$3K -$20.4K -872 -87%
GWMIA
162
Global Wealth Management Investment Advisory
Florida
$3K +$3K +142 New
AWA
163
Arkadios Wealth Advisors
Georgia
$2.58K +$2.58K +128 New
FMP
164
Financial Management Professionals
Texas
$2K -$73 -4 -4%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$2K
CAC
166
Certified Advisory Corp
Florida
$2K +$2K +80 New
BAM
167
Bellevue Asset Management
Washington
$2K +$2K +106 New
AIM
168
Anchor Investment Management
South Carolina
$1.61K
GEA
169
Glen Eagle Advisors
New Jersey
$1.45K
AF
170
Allworth Financial
California
$1K
LWA
171
Lowe Wealth Advisors
Maryland
$1K
TFGT
172
TS Financial Group (TSFG)
Illinois
$1K
HFS
173
HBC Financial Services
Washington
$1K +$1K +28 New
SIS
174
Sound Income Strategies
Florida
$1K +$1K +30 New
LFG
175
Larson Financial Group
Missouri
$1K +$1K +70 New