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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

136 hedge funds and large institutions have $2.78B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
25
Increased
53
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.31B
2
BCI
2
Brinker Capital Investments
Pennsylvania
$34.7M
3
Jane Street
3
Jane Street
New York
$3.25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.22M
5
FCAS
5
First Command Advisory Services
Texas
$269M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$1.47M
2
CW
2
CreativeOne Wealth
Kansas
$8.38M
3
BJ
3
Brouwer & Janachowski
California
$19.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FWM
5
Frontier Wealth Management
Missouri
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.31B 56,619,889 +2,572,167 +5%
FCAS
2
First Command Advisory Services
Texas
$269M 6,599,453 +57,902 +0.9%
BCI
3
Brinker Capital Investments
Pennsylvania
$34.7M 851,852 +720,728 +550%
BJ
4
Brouwer & Janachowski
California
$19.3M 474,237 -31,113 -6%
VCM
5
Vigilant Capital Management
Maine
$19.3M 473,013 +19,410 +4%
RWMH
6
Riverpoint Wealth Management Holdings
Illinois
$11M 269,566 +9,402 +4%
CW
7
CreativeOne Wealth
Kansas
$8.38M 205,846 -76,853 -27%
AFA
8
Arlington Financial Advisors
California
$7.57M 199,494 +9,901 +5%
DPA
9
Delphi Private Advisors
California
$6.76M 165,885 -11,096 -6%
UCFA
10
United Capital Financial Advisors
Texas
$6.29M 154,453 +10,188 +7%
PMG
11
ProVise Management Group
Florida
$6.18M 151,662 +8,683 +6%
OA
12
Opes Advisors
California
$5.81M 142,575 -407 -0.3%
RRC
13
Relaxing Retirement Coach
Massachusetts
$5.48M 134,484 -589 -0.4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.95M 121,663 -2,665 -2%
SA
15
Strategic Advisors
New York
$3.77M 92,533 +6,783 +8%
UBS Group
16
UBS Group
Switzerland
$3.64M 89,303 +3,343 +4%
TA
17
Tiedemann Advisors
New York
$3.55M 87,112 +77 +0.1%
TYCC
18
Texas Yale Capital Corp
Florida
$3.51M 86,100 – –
IA
19
IFP Advisors
Florida
$3.44M 84,432 -2,398 -3%
FWM
20
Frontier Wealth Management
Missouri
$3.38M 83,050 -28,114 -25%
Jane Street
21
Jane Street
New York
$3.25M 79,918 +79,918 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.22M 79,178 +76,130 +2,498%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$2.92M 71,717 +354 +0.5%
RC
24
RegentAtlantic Capital
New Jersey
$2.73M 67,093 +11,540 +21%
Mariner
25
Mariner
Kansas
$2.16M 52,965 -1,250 -2%
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