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Schwab Fundamental US Small Company Index ETF

48 hedge funds and large institutions have $719M invested in Schwab Fundamental US Small Company Index ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
6
Increased
16
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$585M 18,770,898 +3,558,722 +23%
BJ
2
Brouwer & Janachowski
California
$39M 1,250,966 -24,146 -2%
CCA
3
Cobblestone Capital Advisors
New York
$25.5M 819,553 -2,523 -0.3%
DPA
4
Delphi Private Advisors
California
$16.5M 528,409 +4,828 +0.9%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$10.3M 330,301 +13,494 +4%
VCM
6
Vigilant Capital Management
Maine
$8.18M 262,526 +3,900 +2%
UCFA
7
United Capital Financial Advisors
Texas
$6.72M 215,818 -2,392 -1%
PMG
8
ProVise Management Group
Florida
$3.9M 125,295 -34,832 -22%
FWM
9
Frontier Wealth Management
Missouri
$2.74M 88,068 +88,068 New
AssetMark Inc
10
AssetMark Inc
California
$1.85M 59,422 +59,422 New
Mariner
11
Mariner
Kansas
$1.78M 57,207 +3,464 +6%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$1.59M 51,018 +2,282 +5%
IA
13
IFP Advisors
Florida
$1.55M 49,851 +1,891 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.47M 47,102 +9,464 +25%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.25M 40,063 +40,063 New
WCF
16
West Coast Financial
California
$1.08M 34,797 -18,424 -35%
TRCT
17
Tower Research Capital (TRC)
New York
$1.02M 32,863 -13,159 -29%
VKH
18
Virtu KCG Holdings
New York
$994K 31,923 -1,923 -6%
AG
19
Advisor Group
Arizona
$992K 31,839 +186 +0.6%
HCM
20
Hengehold Capital Management
Ohio
$962K 30,908 +11,614 +60%
SA
21
Strategic Advisors
New York
$959K 30,788 +8,118 +36%
VNA
22
Valley National Advisers
Pennsylvania
$817K 26,224 +619 +2%
Jane Street
23
Jane Street
New York
$808K 25,957 -131,587 -84%
CWM
24
Cabot Wealth Management
Massachusetts
$626K 20,095 -51 -0.3%
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$490K 15,750