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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.

New
Increased
Maintained
Reduced
Closed
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 %
HPC
176
HM Payson & Co
Maine
$12K +$12K +484 New
HFS
177
Hantz Financial Services
Michigan
$11K +$2.69K +104 +32%
ACA
178
Atlas Capital Advisors
Wyoming
$10.8K
EW
179
Evoke Wealth
California
$10K +$10K +400 New
ATC
180
Adirondack Trust Company
New York
$10K +$10K +410 New
RIM
181
Rockbridge Investment Management
New York
$9K
AC
182
AlphaCore Capital
California
$8K +$941 +36 +13%
PMFA
183
Plante Moran Financial Advisors
Michigan
$7K +$7K +274 New
RF
184
Robbins Farley
New Hampshire
$6K +$6K +232 New
GT
185
Glenmede Trust
Pennsylvania
$6K +$6K +256 New
JFA
186
JNBA Financial Advisors
Minnesota
$5K
SBL
187
Sargent Bickham Lagudis
Colorado
$5K
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +204 New
TRCT
189
Tower Research Capital (TRC)
New York
$4K -$360K -12,786 -99%
PA
190
Parallel Advisors
California
$4K
SIC
191
Salem Investment Counselors
North Carolina
$4K
HI
192
Harbour Investments
Wisconsin
$4K +$4K +146 New
AWA
193
Arkadios Wealth Advisors
Georgia
$3K
FWM
194
Focused Wealth Management
New York
$3K
MSFP
195
Mark Sheptoff Financial Planning
Connecticut
$3K
CAAS
196
Capital Asset Advisory Services
Michigan
$3K
AIM
197
Anchor Investment Management
South Carolina
$2.03K
MFT
198
Moisand Fitzgerald Tamayo
Florida
$2K -$15.1K -666 -88%
FMP
199
Financial Management Professionals
Texas
$2K -$686 -24 -26%
DOA
200
D'Orazio & Associates
Virginia
$2K +$2K +60 New