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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.58B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
3.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
18
Increased
56
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.33B 61,760,273 +4,269,407 +7%
RC
2
RegentAtlantic Capital
New Jersey
$29.8M 791,289 +17,865 +2%
VCM
3
Vigilant Capital Management
Maine
$18.7M 495,671 -2,302 -0.5%
CGL
4
Clarius Group LLC
Washington
$15M 396,655 +280,297 +241%
BJ
5
Brouwer & Janachowski
California
$10.1M 268,739 -16,017 -6%
Ameriprise
6
Ameriprise
Minnesota
$9.51M 252,443 +84,190 +50%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$9.31M 247,067 +10,730 +5%
AFA
8
Arlington Financial Advisors
California
$8.99M 238,435 -11,094 -4%
ML
9
McAdam LLC
Pennsylvania
$8.75M 232,066 +15,607 +7%
JWM
10
Janiczek Wealth Management
Colorado
$8.51M 225,751 -5,877 -3%
BCI
11
Brinker Capital Investments
Pennsylvania
$6.95M 184,505 -745,811 -80%
RRC
12
Relaxing Retirement Coach
Massachusetts
$6.27M 166,563 +3,003 +2%
PMG
13
ProVise Management Group
Florida
$5.94M 157,647 +3,949 +3%
COI
14
Capital One Investing
Virginia
$5.54M 146,989 +27,748 +23%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$5.43M 142,077 +130,854 +1,166%
OWM
16
Opes Wealth Management
California
$5.42M 143,757 -201 -0.1%
UCFA
17
United Capital Financial Advisors
Texas
$4.03M 106,918 -59,084 -36%
SA
18
Strategic Advisors
New York
$3.97M 105,377 -1,431 -1%
FFN
19
Focus Financial Network
Minnesota
$3.77M 99,778 -793 -0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.76M 99,742 +2,270 +2%
DPA
21
Delphi Private Advisors
California
$3.62M 96,003 -1,284 -1%
UBS Group
22
UBS Group
Switzerland
$3.62M 95,912 -2,879 -3%
MWP
23
Moller Wealth Partners
$3.59M 95,284 +77,535 +437%
TYCC
24
Texas Yale Capital Corp
Florida
$3.17M 84,100 -84,100 -50%
Morgan Stanley
25
Morgan Stanley
New York
$3.15M 83,615 +11,421 +16%