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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
E
251
EntreWealth
Texas
$305K -$61.5K -2,026 -17%
PIMG
252
Patriot Investment Management Group
Tennessee
$304K
JWCA
253
J.W. Cole Advisors
Florida
$303K +$2.16K +71 +0.7%
HR
254
Howe & Rusling
New York
$303K -$73.9K -2,432 -20%
CCG
255
Coastwise Capital Group
California
$301K +$1K +33 +0.3%
VT
256
Vise Technologies
New York
$296K +$288K +9,488 New
FCH
257
Freestone Capital Holdings
Washington
$293K
BIG
258
Brooklyn Investment Group
New York
$291K
SF
259
Symphony Financial
Texas
$286K +$278K +9,143 +31,528%
Truist Financial
260
Truist Financial
North Carolina
$284K +$277K +9,123 New
HIP
261
HUB Investment Partners
Texas
$282K -$341K -11,227 -55%
PCMC
262
Paragon Capital Management (Colorado)
Colorado
$281K -$59.3K -1,953 -18%
PCMK
263
Paragon Capital Management (Kansas)
Kansas
$280K +$911 +30 +0.3%
SEIA
264
Signature Estate & Investment Advisors
California
$280K +$2.61K +86 +1%
EFG
265
Ehrlich Financial Group
California
$280K
BCM
266
Brookstone Capital Management
Illinois
$279K -$11.3K -373 -4%
WT
267
Whittier Trust
California
$276K +$942 +31 +0.4%
MT
268
Midwest Trust
Kansas
$274K +$13.7K +450 +5%
OWM
269
OneAscent Wealth Management
Alabama
$272K -$25.3K -834 -9%
CAL
270
Capital Analysts LLC
Pennsylvania
$267K +$143K +4,723 +123%
AF
271
Allworth Financial
California
$259K +$76.9K +2,531 +44%
RIA
272
Regal Investment Advisors
Michigan
$254K +$248K +8,154 New
NHC
273
Nicholas Hoffman & Company
Georgia
$254K +$247K +8,141 New
NWMG
274
National Wealth Management Group
Ohio
$252K +$246K +8,093 New
SFC
275
Sprinkle Financial Consultants
Colorado
$248K -$5.62K -185 -2%