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Schwab Fundamental US Small Company Index ETF

151 hedge funds and large institutions have $2.73B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
151
Holders Change
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
67
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.45B 64,785,252 +3,024,979 +5%
RC
2
RegentAtlantic Capital
New Jersey
$30.2M 800,719 +9,430 +1%
VCM
3
Vigilant Capital Management
Maine
$19.8M 525,378 +29,707 +6%
CGL
4
Clarius Group LLC
Washington
$19.4M 512,569 +115,914 +29%
Ameriprise
5
Ameriprise
Minnesota
$16.2M 429,474 +177,031 +70%
JWM
6
Janiczek Wealth Management
Colorado
$15.8M 417,500 +191,749 +85%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$9.88M 261,758 +14,691 +6%
BJ
8
Brouwer & Janachowski
California
$9.69M 256,690 -12,049 -4%
ML
9
McAdam LLC
Pennsylvania
$9.52M 252,146 +20,080 +9%
AFA
10
Arlington Financial Advisors
California
$9.26M 245,335 +6,900 +3%
BCI
11
Brinker Capital Investments
Pennsylvania
$7.55M 199,951 +15,446 +8%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$6.24M 167,019 +24,942 +18%
RRC
13
Relaxing Retirement Coach
Massachusetts
$6.2M 164,208 -2,355 -1%
PMG
14
ProVise Management Group
Florida
$5.99M 158,662 +1,015 +0.6%
MWP
15
Moller Wealth Partners
$5.86M 155,051 +59,767 +63%
COI
16
Capital One Investing
Virginia
$5.82M 154,505 +7,516 +5%
OWM
17
Opes Wealth Management
California
$5.53M 146,568 +2,811 +2%
ACA
18
Ackerman Capital Advisors
Texas
$4.71M 124,780 +1,909 +2%
UCFA
19
United Capital Financial Advisors
Texas
$4.07M 107,867 +949 +0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.98M 105,269 +5,527 +6%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.94M 104,544 +84,130 +412%
FFN
22
Focus Financial Network
Minnesota
$3.89M 103,058 +3,280 +3%
UBS Group
23
UBS Group
Switzerland
$3.65M 96,529 +617 +0.6%
Jane Street
24
Jane Street
New York
$3.59M 95,004 +64,705 +214%
Morgan Stanley
25
Morgan Stanley
New York
$3.47M 91,938 +8,323 +10%