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Schwab Fundamental US Small Company Index ETF

160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
43
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.04B 61,836,574 +564,735 +0.9%
CGL
2
Clarius Group LLC
Washington
$31.4M 951,292 +82,331 +9%
WA
3
Waddell & Associates
Tennessee
$21.8M 660,605 +21,260 +3%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$14.8M 447,164 +10,273 +2%
BCI
5
Brinker Capital Investments
Pennsylvania
$14.3M 431,631 +5,068 +1%
FPF
6
First Pacific Financial
Washington
$14M 424,834 +424,834 New
MWP
7
Moller Wealth Partners
$13M 394,707 -35,827 -8%
ML
8
McAdam LLC
Pennsylvania
$11.3M 341,395 +11,151 +3%
AFA
9
Arlington Financial Advisors
California
$10.6M 321,177 -19,912 -6%
LNC
10
Lincoln National Corp
Pennsylvania
$10.2M 308,377 -1,943 -0.6%
RCA
11
Resonant Capital Advisors
Wisconsin
$9.29M 281,093 +11,606 +4%
Ameriprise
12
Ameriprise
Minnesota
$8.67M 262,466 +2,781 +1%
RC
13
RegentAtlantic Capital
New Jersey
$8.07M 244,124 -188,356 -44%
JWM
14
Janiczek Wealth Management
Colorado
$8.04M 243,185 -17,260 -7%
COF
15
Capital One Financial
Virginia
$7.82M 236,575 -149,283 -39%
FM
16
Foster & Motley
Ohio
$7.75M 234,401 +20,791 +10%
YAL
17
Your Advocates Ltd
Texas
$5.97M 180,746 +70,368 +64%
CST
18
Charles Schwab Trust
Nevada
$5.52M 166,963 +16,499 +11%
SC
19
Savant Capital
Illinois
$5.38M 162,774 -16,125 -9%
Morgan Stanley
20
Morgan Stanley
New York
$5.28M 159,615 +195 +0.1%
PMG
21
ProVise Management Group
Florida
$4.64M 140,270 -2,708 -2%
BJ
22
Brouwer & Janachowski
California
$4.52M 136,674 -16,824 -11%
EWA
23
Exencial Wealth Advisors
Oklahoma
$3.13M 94,587 -5,154 -5%
CC
24
Callan Capital
California
$3.06M 92,452 +29,575 +47%
TRCT
25
Tower Research Capital (TRC)
New York
$2.68M 81,061 -19,710 -20%