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Schwab Fundamental US Small Company Index ETF

446 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 150 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $6.47B → $7.03B (+$554M)

5% more funds holding

Funds holding: 424446 (+22)

9% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 138

1.58% less ownership

Funds ownership: 77.9%76.32% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
446
Holders Change
+22
Holders Change %
+5.19%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.22%
New
54
Increased
150
Reduced
138
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
Mengis Capital Management
Oregon
$393K +$91 +3 +0%
CAM
227
Cozad Asset Management
Illinois
$387K
HIM
228
Harbour Investment Management
Washington
$386K
AA
229
Auxano Advisors
Washington
$384K +$1.31K +43 +0.3%
LI
230
Lafayette Investments
Maryland
$384K -$8.35K -275 -2%
CP
231
Creekside Partners
California
$379K -$45.6K -1,500 -11%
AG
232
AlTi Global
New York
$377K -$65.4K -2,152 -15%
PFS
233
Prospera Financial Services
Texas
$376K -$7.23K -238 -2%
CG
234
Caprock Group
Idaho
$375K +$365K +12,020 New
AP
235
Appleton Partners
Massachusetts
$373K
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$364K +$16.1K +530 +5%
BlackRock
237
BlackRock
New York
$359K +$192K +6,312 +121%
EWA
238
EverSource Wealth Advisors
Alabama
$345K
GIM
239
Glenmede Investment Management
Pennsylvania
$340K -$668 -22 -0.2%
MPW
240
Magnolia Private Wealth
Pennsylvania
$337K -$45.1K -1,486 -12%
SWM
241
SeaCrest Wealth Management
New York
$337K -$699 -23 -0.2%
NCM
242
Noesis Capital Mangement
Florida
$336K -$9.45K -311 -3%
KIA
243
KCM Investment Advisors
California
$332K
CA
244
Clune & Associates
Illinois
$322K +$67.2K +2,212 +27%
IAA
245
Independent Advisor Alliance
North Carolina
$322K
KAS
246
Kestra Advisory Services
Texas
$320K -$76.9K -2,532 -20%
CA
247
Clearstead Advisors
Ohio
$319K +$850 +28 +0.3%
USCWA
248
U.S. Capital Wealth Advisors
Texas
$318K +$1.03K +34 +0.3%
NFG
249
Nations Financial Group
Iowa
$317K -$5.1K -168 -2%
TPI
250
Trust Point Inc
Wisconsin
$308K