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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 %
Franklin Resources
176
Franklin Resources
California
$17K -$8.5K -312 -33%
SIM
177
Sonora Investment Management
Arizona
$16K -$32.2K -1,198 -67%
FCAS
178
First Command Advisory Services
Texas
$16K
RP
179
Rice Partnership
Hawaii
$16K +$16K +592 New
TWA
180
TCI Wealth Advisors
Arizona
$15K
S
181
SignatureFD
Georgia
$15K
HS
182
Horan Securities
United States
$14K
JCM
183
Jacobi Capital Management
Pennsylvania
$14K
CIA
184
Choate Investment Advisors
Massachusetts
$14K +$14K +526 New
ACA
185
Aptus Capital Advisors
Alabama
$13K
SBL
186
Sargent Bickham Lagudis
Colorado
$13K +$7.4K +262 +132%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$13K +$13K +482 New
FCFS
188
First Command Financial Services
Texas
$12K -$4.02K -148 -25%
FCB
189
First Command Bank
Texas
$12K -$4.02K -148 -25%
HFS
190
Hantz Financial Services
Michigan
$12K +$789 +30 +7%
OFG
191
Oxford Financial Group
Indiana
$12K +$12K +428 New
RFA
192
Reilly Financial Advisors
California
$12K +$12K +450 New
KFS
193
Kelly Financial Services
Massachusetts
$12K +$11.8K +1,318 +5,492%
ACA
194
Atlas Capital Advisors
Wyoming
$11.6K
ATC
195
Adirondack Trust Company
New York
$11K
AF
196
Allworth Financial
California
$11K +$10K +368 +1,022%
MA
197
Modus Advisors
Minnesota
$11K +$11K +416 New
RIM
198
Rockbridge Investment Management
New York
$10K
TCM
199
TD Capital Management
Tennessee
$8K +$8K +278 New
RDWM
200
Red Door Wealth Management
Tennessee
$8K +$8K +314 New