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Schwab Fundamental US Small Company Index ETF

28 hedge funds and large institutions have $15.6M invested in Schwab Fundamental US Small Company Index ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+17
Holders Change %
+154.55%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
5
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VCM
1
Vigilant Capital Management
Maine
$4.02M 134,765 +134,765 New
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.87M 129,664 +129,664 New
PMG
3
ProVise Management Group
Florida
$2.86M 95,731 +9,626 +11%
FC
4
Financial Consulate
Maryland
$707K 23,689 +23,689 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$701K 23,498 +23,498 New
WA
6
WESPAC Advisors
California
$628K 21,027 -376 -2%
PHS
7
Pekin Hardy Strauss
Illinois
$628K 21,027 +21,027 New
REMPR
8
Roof Eidam Maycock Peralta (REMP)
California
$470K 15,750 +15,750 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$465K 15,579 +15,579 New
HCM
10
Hengehold Capital Management
Ohio
$410K 13,744 +13,744 New
Mariner
11
Mariner
Kansas
$251K 8,404 +8,404 New
LA
12
LVW Advisors
New York
$213K 7,146 +7,146 New
MAS
13
Madden Advisory Services
Florida
$80K 2,690 +795 +42%
Citigroup
14
Citigroup
New York
$63K 2,100 +2,100 New
TWA
15
TCI Wealth Advisors
Arizona
$58K 1,935 +1,935 New
FBT
16
Founders Bank & Trust
Michigan
$52K 1,745
US Bancorp
17
US Bancorp
Minnesota
$38K 1,260
MWP
18
MYCIO Wealth Partners
Pennsylvania
$30K 1,000 +1,000 New
VNA
19
Valley National Advisers
Pennsylvania
$25K 882 +882 New
FANJ
20
Financial Architects (New Jersey)
New Jersey
$17K 558 +3 +0.5%
Creative Planning
21
Creative Planning
Kansas
$15K 487
GAM
22
Gemmer Asset Management
California
$15K 502 +112 +29%
SIA
23
Stancorp Investment Advisers
Oregon
$6K 201 +201 New
FHA
24
First Horizon Advisors
Tennessee
$4K 150 +150 New
SSB
25
Sandy Spring Bank
Maryland
$1K 40