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Schwab Fundamental US Small Company Index ETF

414 hedge funds and large institutions have $6.75B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 179 increasing their positions, 111 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-25
Holders Change %
-5.69%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
40
Increased
179
Reduced
111
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
226
Brighton Jones LLC
Washington
$350K +$630 +23 +0.2%
BCM
227
Brookstone Capital Management
Illinois
$346K +$36.6K +1,337 +12%
AC
228
Annandale Capital
Texas
$345K
LI
229
Lafayette Investments
Maryland
$344K +$11K +401 +3%
Northern Trust
230
Northern Trust
Illinois
$342K -$738K -26,962 -68%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$341K +$62.2K +2,271 +22%
HIM
232
Harbour Investment Management
Washington
$340K -$580K -21,170 -63%
PFS
233
Prospera Financial Services
Texas
$337K -$493 -18 -0.1%
AA
234
Auxano Advisors
Washington
$336K +$630 +23 +0.2%
CIA
235
Capital Investment Advisors
Georgia
$334K +$120K +4,387 +56%
CG
236
Caprock Group
Idaho
$332K +$12.6K +460 +4%
AF
237
Advisornet Financial
Minnesota
$328K -$257K -9,380 -44%
OWM
238
OneAscent Wealth Management
Alabama
$327K -$44.9K -1,642 -12%
BAWC
239
Boyce & Associates Wealth Consulting
Texas
$323K -$53.3K -1,947 -14%
USCWA
240
U.S. Capital Wealth Advisors
Texas
$319K +$3.31K +121 +1%
SAI
241
Savvy Advisors Inc
New York
$318K +$24.7K +901 +8%
JWCA
242
J.W. Cole Advisors
Florida
$318K +$318K +11,598 New
SWM
243
SeaCrest Wealth Management
New York
$318K +$383 +14 +0.1%
RDWM
244
Red Door Wealth Management
Tennessee
$315K -$173K -6,320 -35%
LFG
245
Larson Financial Group
Missouri
$309K -$127K -4,625 -29%
RIA
246
Regal Investment Advisors
Michigan
$309K +$274 +10 +0.1%
HIS
247
Horizon Investment Services
Indiana
$309K -$495K -18,084 -62%
PCMC
248
Paragon Capital Management (Colorado)
Colorado
$300K
NCM
249
Noesis Capital Mangement
Florida
$299K +$7.56K +276 +3%
GT
250
Glenmede Trust
Pennsylvania
$293K +$54.1K +1,976 +23%