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Schwab Fundamental US Small Company Index ETF

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
26
Increased
39
Reduced
65
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
151
Allworth Financial
California
$1K
LWA
152
Lowe Wealth Advisors
Maryland
$1K
TFGT
153
TS Financial Group (TSFG)
Illinois
$1K
KFS
154
Kelly Financial Services
Massachusetts
$387
DFG
155
DWM Financial Group
Illinois
-$4.78M -369,224 Closed
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
-$2.98M -230,498 Closed
UCFA
157
United Capital Financial Advisors
Texas
-$2.74M -211,612 Closed
TIM
158
Total Investment Management
Arizona
-$590K -45,640 Closed
SW
159
SlateStone Wealth
Florida
-$562K -43,456 Closed
SSWM
160
Sheets Smith Wealth Management
North Carolina
-$557K -43,078 Closed
APG
161
Abacus Planning Group
South Carolina
-$400K -30,936 Closed
SFS
162
Summit Financial Strategies
Ohio
-$340K -26,314 Closed
Bessemer Group
163
Bessemer Group
New Jersey
-$68K -5,236 Closed
BMM
164
Berkshire Money Management
Massachusetts
-$60K -4,662 Closed
GT
165
Glenmede Trust
Pennsylvania
-$80K -3,996 Closed
ASN
166
Advisory Services Network
Georgia
-$41K -3,184 Closed
RCA
167
Rowland Carmichael Advisors
Arizona
-$32K -2,478 Closed
BWM
168
Baystate Wealth Management
Massachusetts
-$25K -1,904 Closed
NFG
169
Next Financial Group
Texas
-$25K -1,904 Closed
VCM
170
Vigilant Capital Management
Maine
-$17K -1,340 Closed
MA
171
MCF Advisors
Kentucky
-$14K -1,118 Closed
SAM
172
S.A. Mason
Michigan
-$12K -890 Closed
MA
173
MUFG Americas
New York
-$10K -748 Closed
FWM
174
Filbrandt Wealth Management
Wisconsin
-$8K -584 Closed
WAP
175
Wealthcare Advisory Partners
Pennsylvania
-$5K -386 Closed