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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
GT
251
Glenmede Trust
Pennsylvania
$293K
QCM
252
Quantinno Capital Management
New York
$292K
NFG
253
Nations Financial Group
Iowa
$288K
IAA
254
Independent Advisor Alliance
North Carolina
$286K
Fisher Asset Management
255
Fisher Asset Management
Washington
$282K
CA
256
Clearstead Advisors
Ohio
$278K
TC
257
TownSquare Capital
Utah
$276K
Goldman Sachs
258
Goldman Sachs
New York
$274K
CAM
259
Cozad Asset Management
Illinois
$273K
HIP
260
HUB Investment Partners
Texas
$272K
BIG
261
Builder Investment Group
Georgia
$270K
PIMG
262
Patriot Investment Management Group
Tennessee
$267K
CCG
263
Coastwise Capital Group
California
$263K
RWP
264
Revolve Wealth Partners
New Jersey
$253K
EFG
265
Ehrlich Financial Group
California
$246K
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$242K
PCMK
267
Paragon Capital Management (Kansas)
Kansas
$241K
WT
268
Whittier Trust
California
$239K
SFC
269
Sprinkle Financial Consultants
Colorado
$239K
VFA
270
Valeo Financial Advisors
Indiana
$237K
SIMG
271
Sonora Investment Management Group
Arizona
$236K
QCM
272
QRG Capital Management
Illinois
$232K
BWA
273
Bordeaux Wealth Advisors
California
$229K
FCI
274
Financial Counselors Inc
Kansas
$228K
WMWM
275
Wilkins Miller Wealth Management
Alabama
$225K