Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
11 hedge funds and large institutions have $3.5M invested in Schwab Fundamental US Small Company Index ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
Holders
11
Holders Change
+9
Holders Change %
+450%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KFS
1
KMS Financial Services
Seattle,
Washington
| $1.04M | 36,294 | +38 | +0.1% |
|
2
Morgan Stanley
New York
| $952K | 33,265 | +33,265 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $770K | 26,890 | +18,975 | +240% |
|
|
PMG
4
ProVise Management Group
Clearwater,
Florida
| $672K | 23,450 | +23,450 | New |
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $22K | 781 | +781 | New |
|
6
Creative Planning
Overland Park,
Kansas
| $14K | 487 | +487 | New |
|
|
BJ
7
Brouwer & Janachowski
Mill Valley,
California
| $11K | 388 | +388 | New |
|
|
GAM
8
Gemmer Asset Management
Walnut Creek,
California
| $10K | 354 | +354 | New |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $3K | 100 | +100 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | 74 | +74 | New |
|
|
SSB
11
Sandy Spring Bank
Olney,
Maryland
| $1K | 40 | +40 | New |
|