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Schwab Fundamental US Small Company Index ETF

35 hedge funds and large institutions have $456M invested in Schwab Fundamental US Small Company Index ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
6
Increased
15
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$362M 12,627,530 +2,961,564 +31%
CCA
2
Cobblestone Capital Advisors
New York
$23.4M 816,918 +313,062 +62%
BJ
3
Brouwer & Janachowski
California
$19M 661,913 +661,913 New
DPA
4
Delphi Private Advisors
California
$14.9M 519,263 +63,202 +14%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.97M 312,578 -4,197 -1%
VCM
6
Vigilant Capital Management
Maine
$7.34M 255,831 +2,160 +0.9%
UCFA
7
United Capital Financial Advisors
Texas
$6.26M 217,989 +4,115 +2%
PMG
8
ProVise Management Group
Florida
$3.79M 131,920 -4,003 -3%
Jane Street
9
Jane Street
New York
$2.25M 78,518 +78,518 New
FANJ
10
Financial Architects (New Jersey)
New Jersey
$1.36M 47,474 -449 -0.9%
Mariner
11
Mariner
Kansas
$856K 29,812 +9,145 +44%
VNA
12
Valley National Advisers
Pennsylvania
$717K 24,976 +673 +3%
TRCT
13
Tower Research Capital (TRC)
New York
$604K 21,028 +14,140 +205%
CWM
14
Cabot Wealth Management
Massachusetts
$555K 19,322 +12,158 +170%
HCM
15
Hengehold Capital Management
Ohio
$545K 18,981 +1,133 +6%
SA
16
Strategic Advisors
New York
$480K 16,723 +16,723 New
REMPR
17
Roof Eidam Maycock Peralta (REMP)
California
$452K 15,750
FC
18
Financial Consulate
Maryland
$365K 12,713 -545 -4%
M&T Bank
19
M&T Bank
New York
$319K 11,115 +11,115 New
RCA
20
Rowland Carmichael Advisors
Arizona
$293K 10,208 +10,208 New
LPL Financial
21
LPL Financial
California
$273K 9,711 -4,213 -30%
LA
22
LVW Advisors
New York
$239K 8,325 +128 +2%
Bank of America
23
Bank of America
North Carolina
$207K 7,200 -4,631 -39%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$91K 3,185 -23,486 -88%
Citigroup
25
Citigroup
New York
$60K 2,100