FNDA icon

Schwab Fundamental US Small Company Index ETF

71 hedge funds and large institutions have $1.37B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
12
Increased
34
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
$1.21B 34,676,718 +6,013,731 +21%
BJ
2
Brouwer & Janachowski
California
$43.8M 1,261,330 +4,817 +0.4%
CCA
3
Cobblestone Capital Advisors
New York
$20.3M 584,866 -204,325 -26%
VCM
4
Vigilant Capital Management
Maine
$9.7M 279,047 +10,887 +4%
DPA
5
Delphi Private Advisors
California
$7.72M 222,079 -149,901 -40%
UCFA
6
United Capital Financial Advisors
Texas
$7.6M 218,678 +3,084 +1%
ACA
7
Ackerman Capital Advisors
Texas
$7.42M 213,500 +213,500 New
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$7.26M 210,299 +12,810 +6%
PMG
9
ProVise Management Group
Florida
$5.34M 153,769 -1,598 -1%
FWM
10
Frontier Wealth Management
Missouri
$5.3M 152,377 -4,210 -3%
OA
11
Opes Advisors
California
$5.23M 148,427 +12,809 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.85M 110,695 +13,598 +14%
Jane Street
13
Jane Street
New York
$3.5M 100,830 +26,051 +35%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.3M 94,920 -65,727 -41%
AssetMark Inc
15
AssetMark Inc
California
$3.18M 91,558 +18,305 +25%
IA
16
IFP Advisors
Florida
$2.96M 85,065 +12,897 +18%
TA
17
Tiedemann Advisors
New York
$2.48M 71,349 -404,860 -85%
SA
18
Strategic Advisors
New York
$2.45M 70,435 +4,475 +7%
TYCC
19
Texas Yale Capital Corp
Florida
$2.09M 60,100
FANJ
20
Financial Architects (New Jersey)
New Jersey
$2.09M 60,055 +4,815 +9%
Mariner
21
Mariner
Kansas
$1.94M 55,844 +26 +0%
TFO
22
Tarbox Family Office
California
$1.87M 53,773 +23,219 +76%
VNA
23
Valley National Advisers
Pennsylvania
$1.13M 32,431 -4,102 -11%
WCF
24
West Coast Financial
California
$961K 27,645
UBS Group
25
UBS Group
Switzerland
$960K 27,618 +12,076 +78%