FNDA icon

Schwab Fundamental US Small Company Index ETF

209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
39
Increased
62
Reduced
69
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$35K +$35K +1,380 New
LWA
152
Lenox Wealth Advisors
New York
$33K -$609 -24 -2%
QCG
153
Quadrant Capital Group
Ohio
$31K
BlackRock
154
BlackRock
New York
$31K +$10.4K +412 +51%
CIAS
155
Capital Investment Advisory Services
North Carolina
$31K +$31K +1,228 New
ME
156
McIlrath & Eck
Washington
$30K
SL
157
Savior LLC
Massachusetts
$30K
BFC
158
Bedel Financial Consulting
Indiana
$29K
NFG
159
Next Financial Group
Texas
$28K -$1.3K -52 -4%
Citigroup
160
Citigroup
New York
$28K
HFA
161
Hoover Financial Advisors
Pennsylvania
$26K
BW
162
Bison Wealth
Georgia
$26K +$22.6K +902 +673%
Franklin Resources
163
Franklin Resources
California
$24K +$8K +312 +50%
CWC
164
Carolinas Wealth Consulting
North Carolina
$21K
CTC
165
Central Trust Company
Missouri
$21K +$21K +824 New
SPIA
166
Steward Partners Investment Advisory
New York
$17.6K +$2.53K +100 +17%
FCAS
167
First Command Advisory Services
Texas
$15K -$1.49K -58 -9%
FCFS
168
First Command Financial Services
Texas
$15K
FCB
169
First Command Bank
Texas
$15K
TWA
170
TCI Wealth Advisors
Arizona
$14K +$14K +548 New
S
171
SignatureFD
Georgia
$14K +$14K +560 New
HS
172
Horan Securities
United States
$13K
JCM
173
Jacobi Capital Management
Pennsylvania
$13K
SIS
174
Sound Income Strategies
Florida
$12.1K +$12.1K +476 New
ACA
175
Aptus Capital Advisors
Alabama
$12K