FNDA icon

Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
151
Glen Eagle Advisors
New Jersey
$931
KFS
152
Kelly Financial Services
Massachusetts
$314
ACA
153
Ackerman Capital Advisors
Texas
-$4.76M -236,410 Closed
HighTower Advisors
154
HighTower Advisors
Illinois
-$4.67M -232,396 Closed
LA
155
LVW Advisors
New York
-$3.53M -175,274 Closed
MAG
156
Mokosak Advisory Group
Iowa
-$2.96M -147,278 Closed
PWSG
157
Pacific Wealth Strategies Group
California
-$1.84M -91,484 Closed
SA
158
Strategic Advisors
New York
-$1.69M -84,098 Closed
DAS
159
Dynamic Advisor Solutions
Arizona
-$1.07M -52,924 Closed
GSWM
160
Golden State Wealth Management
California
-$952K -47,314 Closed
WCF
161
West Coast Financial
California
-$781K -38,834 Closed
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
-$395K -19,676 Closed
WFA
163
Wade Financial Advisory
California
-$348K -17,316 Closed
EWM
164
Empirical Wealth Management
Washington
-$322K -15,992 Closed
IAA
165
Independent Advisor Alliance
North Carolina
-$279K -13,882 Closed
RJFSA
166
Raymond James Financial Services Advisors
Florida
-$272K -13,504 Closed
FNC
167
First National Corp
Massachusetts
-$271K -13,472 Closed
CW
168
CreativeOne Wealth
Kansas
-$265K -13,154 Closed
SCM
169
SOL Capital Management
Maryland
-$258K -12,820 Closed
PA
170
PFG Advisors
Arizona
-$228K -11,424 Closed
TSS
171
Two Sigma Securities
New York
-$228K -11,334 Closed
MWP
172
MYCIO Wealth Partners
Pennsylvania
-$227K -11,268 Closed
IAN
173
Integrated Advisors Network
Texas
-$225K -11,190 Closed
JLBC
174
J.L. Bainbridge & Co
Florida
-$219K -10,872 Closed
MCM
175
Maryland Capital Management
Maryland
-$210K -10,438 Closed