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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
ASN
276
Advisory Services Network
Georgia
$224K
William Blair & Company
277
William Blair & Company
Illinois
$220K
SSWM
278
Smith Salley Wealth Management
North Carolina
$217K
MFC
279
Morris Financial Concepts
South Carolina
$215K
QC
280
Quadrature Capital
United Kingdom
$214K
ECM
281
Exchange Capital Management
Michigan
$212K
WFC
282
Western Financial Corp
California
$211K
CTA
283
Colonial Trust Advisors
South Carolina
$211K
FWP
284
Falcon Wealth Planning
California
$209K
SHGA
285
Sand Hill Global Advisors
California
$207K
FVWA
286
Foster Victor Wealth Advisors
South Carolina
$204K
PP
287
Patten & Patten
Tennessee
$203K
IAN
288
Integrated Advisors Network
Texas
$202K
AF
289
Allworth Financial
California
$202K
CTWM
290
Cherry Tree Wealth Management
Minnesota
$201K
IPWA
291
International Private Wealth Advisors
California
$201K
OP
292
ORG Partners
Indiana
$197K
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$191K
Wells Fargo
294
Wells Fargo
California
$190K
GWM
295
Geneos Wealth Management
Colorado
$188K
BAM
296
Bellevue Asset Management
Washington
$185K
HR
297
Howe & Rusling
New York
$184K
US Bancorp
298
US Bancorp
Minnesota
$164K
JFGIW
299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K
MA
300
MCF Advisors
Kentucky
$151K