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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 %
DWMG
201
DB Wealth Management Group
California
$2K +$2K +98 New
CA
202
Clearstead Advisors
Ohio
$1K -$111 -6 -10%
TFGT
203
TS Financial Group (TSFG)
Illinois
$1K
AF
204
Allworth Financial
California
$1K
POIA
205
Pin Oak Investment Advisors
Texas
$1K
AssetMark Inc
206
AssetMark Inc
California
$1K +$1K +32 New
HFS
207
HBC Financial Services
Washington
$727
KFS
208
Kelly Financial Services
Massachusetts
$624
KAS
209
Kestra Advisory Services
Texas
-$5.78M -270,066 Closed
FFN
210
Focus Financial Network
Minnesota
-$1.42M -65,938 Closed
Citadel Advisors
211
Citadel Advisors
Florida
-$417K -19,430 Closed
LFF
212
Level Four Financial
Texas
-$345K -16,056 Closed
MWM
213
Modera Wealth Management
New Jersey
-$242K -11,296 Closed
SFS
214
Summit Financial Strategies
Ohio
-$220K -10,246 Closed
PWM
215
Perigon Wealth Management
California
-$153K -7,142 Closed
FPCG
216
Fort Pitt Capital Group
Pennsylvania
-$66K -3,086 Closed
PS
217
Planned Solutions
California
-$62K -2,878 Closed
FCH
218
Freestone Capital Holdings
Washington
-$52.6K -2,450 Closed
ASN
219
Advisory Services Network
Georgia
-$34K -1,594 Closed
BWM
220
BerganKDV Wealth Management
Minnesota
-$24K -1,120 Closed
PCA
221
Providence Capital Advisors
North Carolina
-$15K -716 Closed
APW
222
Acima Private Wealth
Virginia
-$11K -518 Closed
CAL
223
Capital Analysts LLC
Pennsylvania
-$4K -188 Closed
BAM
224
Bellevue Asset Management
Washington
-$2K -80 Closed