FNDA icon

Schwab Fundamental US Small Company Index ETF

188 hedge funds and large institutions have $3.08B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+28
Holders Change %
+17.5%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
52
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.66B 62,033,375 +196,801 +0.3%
BCI
2
Brinker Capital Investments
Pennsylvania
$40.7M 947,103 +515,472 +119%
CGL
3
Clarius Group LLC
Washington
$40M 931,902 -19,390 -2%
WA
4
Waddell & Associates
Tennessee
$29.3M 682,013 +21,408 +3%
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$19.5M 453,631 +6,467 +1%
FPF
6
First Pacific Financial
Washington
$17.6M 409,699 -15,135 -4%
MWP
7
Moller Wealth Partners
$15.4M 359,397 -35,310 -9%
AFA
8
Arlington Financial Advisors
California
$14M 326,736 +5,559 +2%
RCA
9
Resonant Capital Advisors
Wisconsin
$12.7M 296,294 +15,201 +5%
ML
10
McAdam LLC
Pennsylvania
$12.7M 280,486 -60,909 -18%
LNC
11
Lincoln National Corp
Pennsylvania
$12.2M 285,233 -23,144 -8%
Ameriprise
12
Ameriprise
Minnesota
$11.4M 266,952 +4,486 +2%
FM
13
Foster & Motley
Ohio
$10.9M 253,634 +19,233 +8%
JWM
14
Janiczek Wealth Management
Colorado
$10.3M 240,843 -2,342 -1%
PC
15
Prairiewood Capital
North Dakota
$8.73M 203,367 +203,367 New
CST
16
Charles Schwab Trust
Nevada
$8.19M 190,767 +23,804 +14%
RC
17
RegentAtlantic Capital
New Jersey
$8.09M 188,417 -55,707 -23%
YAL
18
Your Advocates Ltd
Texas
$7.83M 182,324 +1,578 +0.9%
Morgan Stanley
19
Morgan Stanley
New York
$7.76M 180,905 +21,290 +13%
COF
20
Capital One Financial
Virginia
$7.43M 173,013 -63,562 -27%
SC
21
Savant Capital
Illinois
$6.63M 154,566 -8,208 -5%
KAS
22
Kestra Advisory Services
Texas
$5.78M 135,033 +135,033 New
PMG
23
ProVise Management Group
Florida
$5.55M 129,199 -11,071 -8%
BJ
24
Brouwer & Janachowski
California
$5.34M 124,506 -12,168 -9%
CC
25
Callan Capital
California
$5.12M 119,386 +26,934 +29%