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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.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less capital invested

Capital invested by funds: $3.11B → $2.45B (-$660M)

48% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 40

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$437M
2 +$14.2M
3 +$9.98M
4
YAL
Your Advocates Ltd
Texas
+$7.23M
5
MWP
Moller Wealth Partners
+$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.21B
2
$27.9M
3
$17.5M
4
$15.4M
5
$12.4M
6
$10.5M
7
$8.49M
8
$8.22M
9
$8.13M
10
$8.05M
11
$7.9M
12
$7.7M
13
$6.56M
14
$6.07M
15
$5.66M
16
$4.78M
17
$4.39M
18
$4.17M
19
$4.13M
20
$4.13M
21
$3.93M
22
$3.38M
23
$2.98M
24
$2.92M
25
$2.83M