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Schwab Fundamental US Small Company Index ETF

415 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

10% less capital invested

Capital invested by funds: $7.49B → $6.75B (-$742M)

32% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 59

Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$351K
BJL
227
Brighton Jones LLC
Washington
$350K
BCM
228
Brookstone Capital Management
Illinois
$346K
AC
229
Annandale Capital
Texas
$345K
LI
230
Lafayette Investments
Maryland
$344K
Northern Trust
231
Northern Trust
Illinois
$342K
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$341K
HIM
233
Harbour Investment Management
Washington
$340K
PFS
234
Prospera Financial Services
Texas
$337K
AA
235
Auxano Advisors
Washington
$336K
CIA
236
Capital Investment Advisors
Georgia
$334K
CG
237
Caprock Group
Idaho
$332K
AF
238
Advisornet Financial
Minnesota
$328K
OWM
239
OneAscent Wealth Management
Alabama
$327K
BAWC
240
Boyce & Associates Wealth Consulting
Texas
$323K
USCWA
241
U.S. Capital Wealth Advisors
Texas
$319K
SAI
242
Savvy Advisors Inc
New York
$318K
JWCA
243
J.W. Cole Advisors
Florida
$318K
SWM
244
SeaCrest Wealth Management
New York
$318K
RDWM
245
Red Door Wealth Management
Tennessee
$315K
LFG
246
Larson Financial Group
Missouri
$309K
RIA
247
Regal Investment Advisors
Michigan
$309K
HIS
248
Horizon Investment Services
Indiana
$309K
PCMC
249
Paragon Capital Management (Colorado)
Colorado
$300K
NCM
250
Noesis Capital Mangement
Florida
$299K