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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
ECM
276
Evergreen Capital Management
Washington
$244K -$245K -8,051 -51%
GRP
277
Global Retirement Partners
California
$240K +$1.67K +55 +0.7%
HIS
278
Horizon Investment Services
Indiana
$239K +$91 +3 +0%
VFA
279
Valeo Financial Advisors
Indiana
$238K +$232K +7,639 New
Fisher Asset Management
280
Fisher Asset Management
Washington
$236K -$20.7K -681 -8%
HSA
281
HBK Sorce Advisory
Pennsylvania
$236K +$232K +7,628 New
SHGA
282
Sand Hill Global Advisors
California
$236K
ASN
283
Advisory Services Network
Georgia
$235K -$3.19K -105 -1%
SSWM
284
Smith Salley Wealth Management
North Carolina
$234K
PAS
285
Park Avenue Securities
New York
$233K +$227K +7,463 New
CA
286
Continuum Advisory
Idaho
$231K +$225K +7,407 New
SIMG
287
Sonora Investment Management Group
Arizona
$229K +$2.28K +75 +1%
CTWM
288
Cherry Tree Wealth Management
Minnesota
$229K
PP
289
Patten & Patten
Tennessee
$227K -$2.28K -75 -1%
MFC
290
Morris Financial Concepts
South Carolina
$227K +$26.5K +871 +14%
MWM
291
Mission Wealth Management
California
$225K -$3.52K -116 -2%
Tudor Investment Corp
292
Tudor Investment Corp
Connecticut
$225K +$220K +7,229 New
William Blair & Company
293
William Blair & Company
Illinois
$224K -$23.7K -781 -10%
IAN
294
Integrated Advisors Network
Texas
$223K -$6.96K -229 -3%
CAM
295
Clark Asset Management
New Hampshire
$218K -$170K -5,589 -44%
WN
296
Williams & Novak
California
$218K
RF
297
RHS Financial
California
$217K +$212K +6,972 New
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$217K +$40K +1,318 +23%
NP
299
NorthRock Partners
Minnesota
$214K +$208K +6,855 New
PFA
300
Pure Financial Advisors
California
$212K +$207K +6,818 New