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Schwab Fundamental US Small Company Index ETF

33 hedge funds and large institutions have $237M invested in Schwab Fundamental US Small Company Index ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
10
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$184M 6,065,395 +4,489,359 +285%
CCA
2
Cobblestone Capital Advisors
New York
$24M 791,116 +118,967 +18%
VCM
3
Vigilant Capital Management
Maine
$7.33M 241,281 +27,885 +13%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.06M 199,583 +47,248 +31%
UCFA
5
United Capital Financial Advisors
Texas
$4.4M 145,019 +145,019 New
PMG
6
ProVise Management Group
Florida
$4.07M 133,937 +11,321 +9%
Jane Street
7
Jane Street
New York
$2.34M 77,122 +61,890 +406%
FANJ
8
Financial Architects (New Jersey)
New Jersey
$1.05M 34,411 +23,334 +211%
HCM
9
Hengehold Capital Management
Ohio
$487K 16,024 +1,075 +7%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$478K 15,750
VNA
11
Valley National Advisers
Pennsylvania
$388K 12,781 +457 +4%
WA
12
WESPAC Advisors
California
$355K 11,705 -8,269 -41%
FC
13
Financial Consulate
Maryland
$304K 9,997 -42 -0.4%
Mariner
14
Mariner
Kansas
$255K 8,404
LA
15
LVW Advisors
New York
$238K 7,840 +96 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$193K 6,363 -20,346 -76%
MAS
17
Madden Advisory Services
Florida
$135K 4,460 +4,460 New
Citigroup
18
Citigroup
New York
$64K 2,100
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$44K 1,450 +1,450 New
US Bancorp
20
US Bancorp
Minnesota
$38K 1,260
MAA
21
Managed Account Advisors
New Jersey
$29K 943 +943 New
TWA
22
TCI Wealth Advisors
Arizona
$24K 783
TRCT
23
Tower Research Capital (TRC)
New York
$16K 529 +529 New
GAM
24
Gemmer Asset Management
California
$15K 502
Bank of America
25
Bank of America
North Carolina
$12K 400