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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 %
William Blair & Company
276
William Blair & Company
Illinois
$220K +$2.49K +91 +1%
SSWM
277
Smith Salley Wealth Management
North Carolina
$217K -$14.6K -534 -6%
MFC
278
Morris Financial Concepts
South Carolina
$215K
QC
279
Quadrature Capital
United Kingdom
$214K -$279K -10,188 -57%
ECM
280
Exchange Capital Management
Michigan
$212K -$10.4K -380 -5%
WFC
281
Western Financial Corp
California
$211K +$55 +2 +0%
CTA
282
Colonial Trust Advisors
South Carolina
$211K +$211K +7,710 New
FWP
283
Falcon Wealth Planning
California
$209K +$329 +12 +0.2%
SHGA
284
Sand Hill Global Advisors
California
$207K
FVWA
285
Foster Victor Wealth Advisors
South Carolina
$204K -$34.6K -1,376 -14%
PP
286
Patten & Patten
Tennessee
$203K +$7.23K +264 +4%
IAN
287
Integrated Advisors Network
Texas
$202K -$2.96K -108 -1%
AF
288
Allworth Financial
California
$202K +$55.6K +2,120 +38%
CTWM
289
Cherry Tree Wealth Management
Minnesota
$201K
IPWA
290
International Private Wealth Advisors
California
$201K -$1.4K -51 -0.7%
OP
291
ORG Partners
Indiana
$197K -$3K -109 -1%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$191K -$81.4K -2,972 -30%
Wells Fargo
293
Wells Fargo
California
$190K -$215K -7,835 -53%
GWM
294
Geneos Wealth Management
Colorado
$188K +$128K +4,662 +213%
BAM
295
Bellevue Asset Management
Washington
$185K +$29.4K +1,075 +19%
HR
296
Howe & Rusling
New York
$184K -$986 -36 -0.5%
US Bancorp
297
US Bancorp
Minnesota
$164K -$94.7K -3,459 -37%
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K
MA
299
MCF Advisors
Kentucky
$151K
SIS
300
Sound Income Strategies
Florida
$147K +$33.5K +1,222 +30%