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Schwab Fundamental US Small Company Index ETF

229 hedge funds and large institutions have $3.69B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+20
Holders Change %
+9.57%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
42
Increased
71
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BMD
151
Better Money Decisions
New Mexico
$68K +$68K +2,490 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$58K +$14.1K +520 +32%
APA
153
American Portfolios Advisors
New York
$57.4K +$4.73K +174 +9%
SB
154
Strategic Blueprint
Georgia
$54K +$54K +1,984 New
SFP
155
Sterling Financial Planning
New Jersey
$48K
ASN
156
Advisory Services Network
Georgia
$42K +$42K +1,532 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$42K +$42K +1,546 New
SL
158
Savior LLC
Massachusetts
$39K +$6.33K +232 +19%
MFA
159
McClarren Financial Advisors
Pennsylvania
$39K +$39K +1,454 New
WA
160
Waddell & Associates
Tennessee
$38.1K +$162 +5,970 +0.4%
WPA
161
West Paces Advisors
Georgia
$38K +$38K +1,396 New
LWA
162
Lenox Wealth Advisors
New York
$35K
MA
163
MCF Advisors
Kentucky
$35K +$35K +1,288 New
ME
164
McIlrath & Eck
Washington
$32K
BFC
165
Bedel Financial Consulting
Indiana
$31K
NFG
166
Next Financial Group
Texas
$31K +$753 +28 +2%
BlackRock
167
BlackRock
New York
$30K -$3.2K -118 -10%
Citigroup
168
Citigroup
New York
$30K
FP
169
Financial Perspectives
Minnesota
$29.6K -$1.47M -54,030 -98%
BW
170
Bison Wealth
Georgia
$28K
HFA
171
Hoover Financial Advisors
Pennsylvania
$27K
CWC
172
Carolinas Wealth Consulting
North Carolina
$23K
CTC
173
Central Trust Company
Missouri
$22K
Barclays
174
Barclays
United Kingdom
$21K +$21K +780 New
SPIA
175
Steward Partners Investment Advisory
New York
$19K