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Schwab Fundamental US Small Company Index ETF

146 hedge funds and large institutions have $2.66B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
27
Increased
57
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.14B 57,490,866 +2,682,676 +5%
FCAS
2
First Command Advisory Services
Texas
$261M 7,013,013 +65,596 +0.9%
BCI
3
Brinker Capital Investments
Pennsylvania
$34.6M 930,316 +737,616 +383%
RC
4
RegentAtlantic Capital
New Jersey
$28.8M 773,424 +493,626 +176%
VCM
5
Vigilant Capital Management
Maine
$18.5M 497,973 +16,967 +4%
BJ
6
Brouwer & Janachowski
California
$10.6M 284,756 -157,181 -36%
AFA
7
Arlington Financial Advisors
California
$9.29M 249,529 +91,158 +58%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$8.8M 236,337 +40,405 +21%
JWM
9
Janiczek Wealth Management
Colorado
$8.63M 231,628 +19,598 +9%
ML
10
McAdam LLC
Pennsylvania
$8.06M 216,459 +20,474 +10%
Ameriprise
11
Ameriprise
Minnesota
$6.27M 168,253 +166,834 +11,757%
TYCC
12
Texas Yale Capital Corp
Florida
$6.26M 168,200 +84,100 +100%
UCFA
13
United Capital Financial Advisors
Texas
$6.18M 166,002 +14,771 +10%
RRC
14
Relaxing Retirement Coach
Massachusetts
$6.1M 163,560 +7,150 +5%
PMG
15
ProVise Management Group
Florida
$5.72M 153,698 +1,956 +1%
OWM
16
Opes Wealth Management
California
$5.36M 143,958 +143,958 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.45M 119,591 +119,591 New
COI
18
Capital One Investing
Virginia
$4.44M 119,241 +7,794 +7%
CGL
19
Clarius Group LLC
Washington
$4.33M 116,358 +116,358 New
SA
20
Strategic Advisors
New York
$3.98M 106,808 +6,208 +6%
FFN
21
Focus Financial Network
Minnesota
$3.75M 100,571 +100,571 New
UBS Group
22
UBS Group
Switzerland
$3.68M 98,791 +15,366 +18%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.63M 97,472 -26,500 -21%
DPA
24
Delphi Private Advisors
California
$3.62M 97,287 -5,964 -6%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$2.9M 77,729 -439 -0.6%