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Schwab Fundamental US Small Company Index ETF

63 hedge funds and large institutions have $940M invested in Schwab Fundamental US Small Company Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.58%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
17
Increased
24
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$780M 22,871,353 +4,100,455 +22%
BJ
2
Brouwer & Janachowski
California
$42.5M 1,246,732 -4,234 -0.3%
CCA
3
Cobblestone Capital Advisors
New York
$28.2M 828,189 +8,636 +1%
DPA
4
Delphi Private Advisors
California
$12M 352,979 -175,430 -33%
VCM
5
Vigilant Capital Management
Maine
$8.99M 263,726 +1,200 +0.5%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$8.28M 242,698 -87,603 -27%
UCFA
7
United Capital Financial Advisors
Texas
$7.29M 213,863 -1,955 -0.9%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$6.1M 178,864 +178,864 New
PMG
9
ProVise Management Group
Florida
$5.09M 149,357 +24,062 +19%
FWM
10
Frontier Wealth Management
Missouri
$4.73M 138,657 +50,589 +57%
TA
11
Tiedemann Advisors
New York
$4.16M 121,879 +121,879 New
OA
12
Opes Advisors
California
$3.86M 113,206 +113,206 New
AssetMark Inc
13
AssetMark Inc
California
$2.16M 63,270 +3,848 +6%
TYCC
14
Texas Yale Capital Corp
Florida
$2.05M 60,100 +60,100 New
Mariner
15
Mariner
Kansas
$1.96M 57,518 +311 +0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.9M 55,739 +15,676 +39%
IA
17
IFP Advisors
Florida
$1.81M 53,078 +3,227 +6%
FANJ
18
Financial Architects (New Jersey)
New Jersey
$1.77M 51,748 +730 +1%
SA
19
Strategic Advisors
New York
$1.61M 47,300 +16,512 +54%
VNA
20
Valley National Advisers
Pennsylvania
$1.56M 45,661 +19,437 +74%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.48M 43,350 -3,752 -8%
AG
22
Advisor Group
Arizona
$1.09M 31,839
HCM
23
Hengehold Capital Management
Ohio
$1.03M 30,264 -644 -2%
WCF
24
West Coast Financial
California
$946K 27,733 -7,064 -20%
CWM
25
Cabot Wealth Management
Massachusetts
$838K 24,563 +4,468 +22%