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Schwab Fundamental US Small Company Index ETF

114 hedge funds and large institutions have $2.09B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
45
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.91B 51,168,244 +5,823,997 +13%
BJ
2
Brouwer & Janachowski
California
$42.6M 1,143,541 -98,022 -8%
VCM
3
Vigilant Capital Management
Maine
$16.2M 435,626 +14,155 +3%
CW
4
CreativeOne Wealth
Kansas
$13.8M 371,621 +371,621 New
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$9.29M 249,566 +22,340 +10%
DPA
6
Delphi Private Advisors
California
$7.29M 195,739 -21,356 -10%
AFA
7
Arlington Financial Advisors
California
$6.27M 166,554 +541 +0.3%
UCFA
8
United Capital Financial Advisors
Texas
$5.89M 158,106 -49,865 -24%
OA
9
Opes Advisors
California
$5.32M 142,900 -16,056 -10%
PMG
10
ProVise Management Group
Florida
$5.24M 140,658 -1,845 -1%
ACA
11
Ackerman Capital Advisors
Texas
$5.18M 136,601 -28,996 -18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.61M 123,655 +2,232 +2%
FWM
13
Frontier Wealth Management
Missouri
$4.43M 119,037 +1,626 +1%
RRC
14
Relaxing Retirement Coach
Massachusetts
$4.24M 113,862 +47,342 +71%
BCI
15
Brinker Capital Investments
Pennsylvania
$3.72M 100,000 -11 -0%
IA
16
IFP Advisors
Florida
$3.53M 93,119
TA
17
Tiedemann Advisors
New York
$3.28M 87,958 +3,917 +5%
SA
18
Strategic Advisors
New York
$3M 80,590 +3,388 +4%
TYCC
19
Texas Yale Capital Corp
Florida
$2.83M 76,100 +5,000 +7%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$2.36M 63,471 +421 +0.7%
Mariner
21
Mariner
Kansas
$2.08M 55,708 +476 +0.9%
MFP
22
Mosaic Financial Partners
California
$1.53M 41,129 +23,787 +137%
CCA
23
Cobblestone Capital Advisors
New York
$1.45M 38,885 -20,390 -34%
RC
24
RegentAtlantic Capital
New Jersey
$1.42M 38,134 +29,148 +324%
Jane Street
25
Jane Street
New York
$1.39M 37,188 -99,748 -73%