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Schwab Fundamental US Small Company Index ETF

160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
43
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
151
Capital Asset Advisory Services
Michigan
$2K
PA
152
Parallel Advisors
California
$2K +$1.31K +92 +192%
AIM
153
Anchor Investment Management
South Carolina
$1.32K
CA
154
Clearstead Advisors
Ohio
$1K
TFGT
155
TS Financial Group (TSFG)
Illinois
$1K
AF
156
Allworth Financial
California
$1K
HFS
157
HBC Financial Services
Washington
$1K
POIA
158
Pin Oak Investment Advisors
Texas
$1K +$1K +46 New
FWM
159
Focused Wealth Management
New York
$1K +$1K +60 New
KFS
160
Kelly Financial Services
Massachusetts
$405
PWSG
161
Pacific Wealth Strategies Group
California
-$391K -24,668 Closed
TI
162
Trexquant Investment
Connecticut
-$361K -22,778 Closed
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
-$253K -15,956 Closed
SFWA
164
Summit Financial Wealth Advisors
Louisiana
-$241K -15,402 Closed
TSS
165
Two Sigma Securities
New York
-$242K -15,280 Closed
BWM
166
BerganKDV Wealth Management
Minnesota
-$226K -14,242 Closed
PIMG
167
Patriot Investment Management Group
Tennessee
-$129K -8,148 Closed
PAG
168
Private Advisor Group
New Jersey
-$70K -4,398 Closed
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
-$40K -2,530 Closed
FA
170
Financial Advantage
Maryland
-$14K -906 Closed
MCM
171
Manchester Capital Management
Vermont
-$13K -838 Closed
LWM
172
Liberty Wealth Management
California
-$10K -658 Closed
EWM
173
Edge Wealth Management
New York
-$7K -436 Closed
ACA
174
Atlas Capital Advisors
Wyoming
-$6.76K -426 Closed
MA
175
Modus Advisors
Minnesota
-$7K -416 Closed