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Schwab Fundamental US Small Company Index ETF

188 hedge funds and large institutions have $3.08B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+28
Holders Change %
+17.5%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
52
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
151
Carolinas Wealth Consulting
North Carolina
$18K
BlackRock
152
BlackRock
New York
$17K -$794 -38 -4%
SIM
153
Sonora Investment Management
Arizona
$16K -$20.2K -916 -56%
MFT
154
Moisand Fitzgerald Tamayo
Florida
$16K +$16K +754 New
PCA
155
Providence Capital Advisors
North Carolina
$15K +$15K +716 New
FCAS
156
First Command Advisory Services
Texas
$14K +$1.27K +58 +10%
SPIA
157
Steward Partners Investment Advisory
New York
$13K
FCFS
158
First Command Financial Services
Texas
$13K
FCB
159
First Command Bank
Texas
$13K
Franklin Resources
160
Franklin Resources
California
$13K +$13K +624 New
JCM
161
Jacobi Capital Management
Pennsylvania
$11K
HS
162
Horan Securities
United States
$11K +$11K +514 New
APW
163
Acima Private Wealth
Virginia
$11K +$11K +518 New
ACA
164
Aptus Capital Advisors
Alabama
$10K -$33.2K -1,600 -77%
ACA
165
Atlas Capital Advisors
Wyoming
$9.14K +$9.14K +424 New
RIM
166
Rockbridge Investment Management
New York
$8K
HFS
167
Hantz Financial Services
Michigan
$7K
AC
168
AlphaCore Capital
California
$6K
JFA
169
JNBA Financial Advisors
Minnesota
$4K
SBL
170
Sargent Bickham Lagudis
Colorado
$4K
SIC
171
Salem Investment Counselors
North Carolina
$4K +$4K +164 New
CAL
172
Capital Analysts LLC
Pennsylvania
$4K +$4K +188 New
BW
173
Bison Wealth
Georgia
$3K -$806 -36 -21%
CAAS
174
Capital Asset Advisory Services
Michigan
$3K
PA
175
Parallel Advisors
California
$3K