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Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWM
176
Foresight Wealth Management
Utah
-5,100 Closed
IAA
177
Ironsides Asset Advisors
North Carolina
-5,000 Closed
VFA
178
Valeo Financial Advisors
Indiana
-2,531 Closed
AA
179
Ancora Advisors
Ohio
-1,950 Closed
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
-986 Closed
BWM
181
BerganKDV Wealth Management
Minnesota
-757 Closed
FCM
182
Firestone Capital Management
Florida
-726 Closed
CL
183
Cabana LLC
Arkansas
-350 Closed
CAGAS
184
Capital Advisory Group Advisory Services
Minnesota
-345 Closed
SIM
185
Sonora Investment Management
Arizona
$0 7 -133 -95%
JWBC
186
John W. Brooker & Co
California
-122 Closed
GWMIA
187
Global Wealth Management Investment Advisory
Florida
-71 Closed
S
188
SignatureFD
Georgia
-64 Closed
CAC
189
Certified Advisory Corp
Florida
-40 Closed
LC
190
Lindbrook Capital
California
-36 Closed
LFG
191
Larson Financial Group
Missouri
-35 Closed
WQ
192
Wealth Quarterback
New Jersey
-18 Closed
SIS
193
Sound Income Strategies
Florida
-15 Closed
CFGS
194
Concourse Financial Group Securities
Alabama
AF
195
Allworth Financial
California
$0 18
HFS
196
HBC Financial Services
Washington
$0 14