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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

77 hedge funds and large institutions have $1.62B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
14
Increased
33
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.45B
2
VCM
2
Vigilant Capital Management
Maine
$14.5M
3
TA
3
Tiedemann Advisors
New York
$3.35M
4
TSS
4
Two Sigma Securities
New York
$598K
5
BTS
5
BB&T Securities
Virginia
$675K

Top Sellers

1
Jane Street
1
Jane Street
New York
$258K
2
TFO
2
Tarbox Family Office
California
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.62M
4
FWM
4
Frontier Wealth Management
Missouri
$4.73M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.45B 40,057,743 +5,381,025 +16%
BJ
2
Brouwer & Janachowski
California
$45.4M 1,252,438 -8,892 -0.7%
CCA
3
Cobblestone Capital Advisors
New York
$20.9M 575,835 -9,031 -2%
VCM
4
Vigilant Capital Management
Maine
$14.5M 399,228 +120,181 +43%
DPA
5
Delphi Private Advisors
California
$7.98M 219,897 -2,182 -1%
RWMH
6
Riverpoint Wealth Management Holdings
Illinois
$7.87M 215,462 +5,163 +2%
UCFA
7
United Capital Financial Advisors
Texas
$7.84M 216,025 -2,653 -1%
OA
8
Opes Advisors
California
$5.57M 153,600 +5,173 +3%
PMG
9
ProVise Management Group
Florida
$5.22M 143,776 -9,993 -6%
FWM
10
Frontier Wealth Management
Missouri
$4.73M 130,229 -22,148 -15%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.24M 116,970 +6,275 +6%
AssetMark Inc
12
AssetMark Inc
California
$3.38M 93,261 +1,703 +2%
TA
13
Tiedemann Advisors
New York
$3.35M 107,643 +36,294 +51%
IA
14
IFP Advisors
Florida
$3.29M 90,559 +5,494 +6%
SA
15
Strategic Advisors
New York
$2.67M 73,677 +3,242 +5%
TYCC
16
Texas Yale Capital Corp
Florida
$2.45M 67,600 +7,500 +12%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$2.2M 60,665 +610 +1%
Mariner
18
Mariner
Kansas
$2.02M 55,759 -85 -0.2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.62M 44,599 -50,321 -53%
UBS Group
20
UBS Group
Switzerland
$1.15M 31,766 +4,148 +15%
VNA
21
Valley National Advisers
Pennsylvania
$1.12M 30,987 -1,444 -4%
WCF
22
West Coast Financial
California
$1.05M 29,017 +1,372 +5%
PWSG
23
Pacific Wealth Strategies Group
California
$1.05M 28,811 +9,365 +48%
FC
24
Financial Consulate
Maryland
$892K 24,581 +3,067 +14%
CA
25
Cambridge Advisors
Nebraska
$692K 19,085 +921 +5%
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