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Schwab Fundamental US Small Company Index ETF

155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.

Holders
155
Holders Change
-23
Holders Change %
-12.92%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
21
Increased
48
Reduced
56
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.21B 85,365,152 +16,879,851 +25%
CGL
2
Clarius Group LLC
Washington
$27.9M 1,077,584 +385,630 +56%
RC
3
RegentAtlantic Capital
New Jersey
$17.5M 678,370 -143,823 -17%
WA
4
Waddell & Associates
Tennessee
$15.4M 596,596 +550,099 +1,183%
Ameriprise
5
Ameriprise
Minnesota
$12.4M 282,137 -167,992 -37%
MWP
6
Moller Wealth Partners
$10.5M 405,520 +212,918 +111%
YAL
7
Your Advocates Ltd
Texas
$8.49M 328,266 +279,415 +572%
COF
8
Capital One Financial
Virginia
$8.22M 317,585 +317,585 New
AFA
9
Arlington Financial Advisors
California
$8.13M 314,145 +62,518 +25%
LNC
10
Lincoln National Corp
Pennsylvania
$8.05M 311,289 +46,907 +18%
ML
11
McAdam LLC
Pennsylvania
$7.9M 305,275 +46,821 +18%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$7.7M 297,739 +20,583 +7%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.56M 253,714 +49,916 +24%
BJ
14
Brouwer & Janachowski
California
$6.07M 234,706 -5,416 -2%
JWM
15
Janiczek Wealth Management
Colorado
$5.66M 218,670 -206,434 -49%
DFG
16
DWM Financial Group
Illinois
$4.78M 184,612 -40,886 -18%
FM
17
Foster & Motley
Ohio
$4.39M 169,588 +146,586 +637%
CST
18
Charles Schwab Trust
Nevada
$4.17M 161,282 +54,792 +51%
HFA
19
Huber Financial Advisors
Illinois
$4.13M 159,538 +110,983 +229%
SC
20
Savant Capital
Illinois
$4.13M 159,538 +159,538 New
PMG
21
ProVise Management Group
Florida
$3.93M 151,780 -6,906 -4%
Morgan Stanley
22
Morgan Stanley
New York
$3.38M 130,528 +27,828 +27%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.98M 115,249 -6,093 -5%
FSWA
24
Financial Synergies Wealth Advisors
Texas
$2.92M 112,759 +16,673 +17%
OWM
25
Opes Wealth Management
California
$2.83M 109,398 -1,294 -1%