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Schwab Fundamental US Small Company Index ETF

178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+27
Holders Change %
+17.88%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
48
Increased
61
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.76B 68,485,301 +3,700,049 +6%
RC
2
RegentAtlantic Capital
New Jersey
$33.1M 822,193 +21,474 +3%
CGL
3
Clarius Group LLC
Washington
$27.9M 691,954 +179,385 +35%
VCM
4
Vigilant Capital Management
Maine
$21M 522,678 -2,700 -0.5%
Ameriprise
5
Ameriprise
Minnesota
$17.9M 450,129 +20,655 +5%
JWM
6
Janiczek Wealth Management
Colorado
$17.1M 425,104 +7,604 +2%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$11.2M 277,156 +15,398 +6%
CONA
8
Capital One National Association
New York
$10.9M 270,214 +270,214 New
LNC
9
Lincoln National Corp
Pennsylvania
$10.6M 264,382 +226,974 +607%
ML
10
McAdam LLC
Pennsylvania
$10.4M 258,454 +6,308 +3%
AFA
11
Arlington Financial Advisors
California
$10.1M 251,627 +6,292 +3%
BJ
12
Brouwer & Janachowski
California
$9.66M 240,122 -16,568 -6%
DFG
13
DWM Financial Group
Illinois
$9.07M 225,498 +225,498 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$8.63M 214,428 +47,409 +28%
BCI
15
Brinker Capital Investments
Pennsylvania
$8.2M 203,798 +3,847 +2%
MWP
16
Moller Wealth Partners
$7.75M 192,602 +37,551 +24%
RRC
17
Relaxing Retirement Coach
Massachusetts
$6.64M 164,876 +668 +0.4%
PMG
18
ProVise Management Group
Florida
$6.39M 158,686 +24 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.88M 121,342 +16,073 +15%
ACA
20
Ackerman Capital Advisors
Texas
$4.76M 118,205 -6,575 -5%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.67M 116,198 +11,654 +11%
OWM
22
Opes Wealth Management
California
$4.45M 110,692 -35,876 -24%
UCFA
23
United Capital Financial Advisors
Texas
$4.31M 106,988 -879 -0.8%
CST
24
Charles Schwab Trust
Nevada
$4.29M 106,490 +33,511 +46%
Morgan Stanley
25
Morgan Stanley
New York
$4.13M 102,700 +10,762 +12%