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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 %
QCM
251
Quantinno Capital Management
New York
$292K +$34.6K +1,263 +13%
NFG
252
Nations Financial Group
Iowa
$288K +$1.67K +61 +0.6%
IAA
253
Independent Advisor Alliance
North Carolina
$286K -$41.3K -1,507 -13%
Fisher Asset Management
254
Fisher Asset Management
Washington
$282K +$282K +10,308 New
CA
255
Clearstead Advisors
Ohio
$278K
TC
256
TownSquare Capital
Utah
$276K +$276K +10,076 New
Goldman Sachs
257
Goldman Sachs
New York
$274K +$274K +10,006 New
CAM
258
Cozad Asset Management
Illinois
$273K -$67.4K -2,460 -20%
HIP
259
HUB Investment Partners
Texas
$272K +$29.4K +1,072 +12%
BIG
260
Builder Investment Group
Georgia
$270K
PIMG
261
Patriot Investment Management Group
Tennessee
$267K +$1.56K +57 +0.6%
CCG
262
Coastwise Capital Group
California
$263K +$493 +18 +0.2%
RWP
263
Revolve Wealth Partners
New Jersey
$253K +$16.3K +594 +7%
EFG
264
Ehrlich Financial Group
California
$246K
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$242K -$12.9K -472 -5%
PCMK
266
Paragon Capital Management (Kansas)
Kansas
$241K +$438 +16 +0.2%
WT
267
Whittier Trust
California
$239K +$465 +17 +0.2%
SFC
268
Sprinkle Financial Consultants
Colorado
$239K -$10.1K -369 -4%
VFA
269
Valeo Financial Advisors
Indiana
$237K +$1.84K +67 +0.8%
SIMG
270
Sonora Investment Management Group
Arizona
$236K -$13.3K -484 -5%
QCM
271
QRG Capital Management
Illinois
$232K +$232K +8,452 New
BWA
272
Bordeaux Wealth Advisors
California
$229K +$29.3K +1,068 +15%
FCI
273
Financial Counselors Inc
Kansas
$228K -$219 -8 -0.1%
WMWM
274
Wilkins Miller Wealth Management
Alabama
$225K +$438 +16 +0.2%
ASN
275
Advisory Services Network
Georgia
$224K +$224K +8,170 New