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Schwab Fundamental US Small Company Index ETF

65 hedge funds and large institutions have $1.18B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
9
Increased
30
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$995M 28,662,987 +5,791,634 +25%
BJ
2
Brouwer & Janachowski
California
$43.6M 1,256,513 +9,781 +0.8%
CCA
3
Cobblestone Capital Advisors
New York
$27.4M 789,191 -38,998 -5%
TA
4
Tiedemann Advisors
New York
$16.2M 476,209 +354,330 +291%
DPA
5
Delphi Private Advisors
California
$12.9M 371,980 +19,001 +5%
VCM
6
Vigilant Capital Management
Maine
$9.31M 268,160 +4,434 +2%
UCFA
7
United Capital Financial Advisors
Texas
$7.48M 215,594 +1,731 +0.8%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$6.71M 197,489 +18,625 +10%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$5.58M 160,647 -82,051 -34%
FWM
10
Frontier Wealth Management
Missouri
$5.44M 156,587 +17,930 +13%
PMG
11
ProVise Management Group
Florida
$5.39M 155,367 +6,010 +4%
OA
12
Opes Advisors
California
$4.71M 135,618 +22,412 +20%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.37M 97,097 +53,747 +124%
Jane Street
14
Jane Street
New York
$2.6M 74,779 +74,779 New
AssetMark Inc
15
AssetMark Inc
California
$2.54M 73,253 +9,983 +16%
IA
16
IFP Advisors
Florida
$2.51M 72,168 +19,090 +36%
SA
17
Strategic Advisors
New York
$2.29M 65,960 +18,660 +39%
TYCC
18
Texas Yale Capital Corp
Florida
$2.09M 60,100
Mariner
19
Mariner
Kansas
$1.94M 55,818 -1,700 -3%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$1.92M 55,240 +3,492 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.66M 47,718 -8,021 -14%
TRCT
22
Tower Research Capital (TRC)
New York
$1.42M 40,776 +37,327 +1,082%
VNA
23
Valley National Advisers
Pennsylvania
$1.27M 36,533 -9,128 -20%
TFO
24
Tarbox Family Office
California
$1.06M 30,554 +30,554 New
CWM
25
Cabot Wealth Management
Massachusetts
$961K 27,690 +3,127 +13%