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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

141 hedge funds and large institutions have $2.2B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 32 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
38
Increased
50
Reduced
30
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$228M
2
RC
2
RegentAtlantic Capital
New Jersey
$9.19M
3
ML
3
McAdam LLC
Pennsylvania
$6.44M
4
JWM
4
Janiczek Wealth Management
Colorado
$6.96M
5
COI
5
Capital One Investing
Virginia
$3.66M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.8B
2
BCI
2
Brinker Capital Investments
Pennsylvania
$6.33M
3
Jane Street
3
Jane Street
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
CW
5
CreativeOne Wealth
Kansas
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.8B 54,808,190 -1,811,699 -3%
FCAS
2
First Command Advisory Services
Texas
$228M 6,947,417 +347,964 +5%
VCM
3
Vigilant Capital Management
Maine
$15.8M 481,006 +7,993 +2%
BJ
4
Brouwer & Janachowski
California
$14.5M 441,937 -32,300 -7%
RC
5
RegentAtlantic Capital
New Jersey
$9.19M 279,798 +212,705 +317%
JWM
6
Janiczek Wealth Management
Colorado
$6.96M 212,030 +194,168 +1,087%
ML
7
McAdam LLC
Pennsylvania
$6.44M 195,985 +195,835 +130,557%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$6.43M 195,932 -73,634 -27%
BCI
9
Brinker Capital Investments
Pennsylvania
$6.33M 192,700 -659,152 -77%
AFA
10
Arlington Financial Advisors
California
$5.2M 158,371 -41,123 -21%
RRC
11
Relaxing Retirement Coach
Massachusetts
$5.14M 156,410 +21,926 +16%
PMG
12
ProVise Management Group
Florida
$4.98M 151,742 +80 +0.1%
UCFA
13
United Capital Financial Advisors
Texas
$4.97M 151,231 -3,222 -2%
OA
14
Opes Advisors
California
$4.7M 143,090 +515 +0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.07M 123,972 +2,309 +2%
CW
16
CreativeOne Wealth
Kansas
$3.82M 116,439 -89,407 -43%
COI
17
Capital One Investing
Virginia
$3.66M 111,447 +111,447 New
DPA
18
Delphi Private Advisors
California
$3.39M 103,251 -62,634 -38%
SA
19
Strategic Advisors
New York
$3.3M 100,600 +8,067 +9%
TA
20
Tiedemann Advisors
New York
$2.87M 87,356 +244 +0.3%
TYCC
21
Texas Yale Capital Corp
Florida
$2.76M 84,100 -2,000 -2%
UBS Group
22
UBS Group
Switzerland
$2.74M 83,425 -5,878 -7%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$2.57M 78,168 +6,451 +9%
MAG
24
Mokosak Advisory Group
Iowa
$2.53M 77,242 +77,242 New
FWM
25
Frontier Wealth Management
Missouri
$2.45M 74,514 -8,536 -10%
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