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Schwab Fundamental US Small Company Index ETF

104 hedge funds and large institutions have $2.05B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
33
Increased
34
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.72B 45,344,247 +5,286,504 +13%
FCAS
2
First Command Advisory Services
Texas
$149M 3,917,290 +3,917,290 New
BJ
3
Brouwer & Janachowski
California
$47.1M 1,241,563 -10,875 -0.9%
VCM
4
Vigilant Capital Management
Maine
$16M 421,471 +22,243 +6%
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$8.62M 227,226 +11,764 +5%
DPA
6
Delphi Private Advisors
California
$8.23M 217,095 -2,802 -1%
UCFA
7
United Capital Financial Advisors
Texas
$7.88M 207,971 -8,054 -4%
AFA
8
Arlington Financial Advisors
California
$6.54M 166,013 +166,013 New
OA
9
Opes Advisors
California
$6.02M 158,956 +5,356 +3%
ACA
10
Ackerman Capital Advisors
Texas
$6.01M 165,597 +165,597 New
PMG
11
ProVise Management Group
Florida
$5.4M 142,503 -1,273 -0.9%
Jane Street
12
Jane Street
New York
$5.19M 136,936 +129,819 +1,824%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.6M 121,423 +4,453 +4%
FWM
14
Frontier Wealth Management
Missouri
$4.45M 117,411 -12,818 -10%
BCI
15
Brinker Capital Investments
Pennsylvania
$3.79M 100,011 +100,011 New
IA
16
IFP Advisors
Florida
$3.53M 93,119 +2,560 +3%
AssetMark Inc
17
AssetMark Inc
California
$3.29M 86,779 -6,482 -7%
TA
18
Tiedemann Advisors
New York
$3.18M 84,041 -23,602 -22%
SA
19
Strategic Advisors
New York
$2.93M 77,202 +3,525 +5%
TYCC
20
Texas Yale Capital Corp
Florida
$2.7M 71,100 +3,500 +5%
RRC
21
Relaxing Retirement Coach
Massachusetts
$2.52M 66,520 +66,520 New
FANJ
22
Financial Architects (New Jersey)
New Jersey
$2.39M 63,050 +2,385 +4%
CCA
23
Cobblestone Capital Advisors
New York
$2.25M 59,275 -516,560 -90%
Mariner
24
Mariner
Kansas
$2.09M 55,232 -527 -0.9%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.91M 50,348 +50,348 New