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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
SIS
301
Sound Income Strategies
Florida
$147K
ACA
302
Aptus Capital Advisors
Alabama
$141K
AWM
303
Abound Wealth Management
Tennessee
$140K
S
304
SignatureFD
Georgia
$130K
RTL
305
Red Tortoise LLC
Georgia
$129K
ST
306
Smithfield Trust
Pennsylvania
$129K
TCM
307
TD Capital Management
Tennessee
$129K
KPP
308
Kings Path Partners
Texas
$127K
NA
309
NewEdge Advisors
Louisiana
$121K
AWM
310
AE Wealth Management
Kansas
$117K
OCM
311
Osterweis Capital Management
California
$109K
DFA
312
DHJJ Financial Advisors
Illinois
$108K
CAL
313
Capital Analysts LLC
Pennsylvania
$105K
JHCP
314
Jackson Hole Capital Partners
Oklahoma
$103K
PS
315
Principal Securities
Iowa
$102K
BlackRock
316
BlackRock
New York
$99.5K
AC
317
AlphaCore Capital
California
$96.1K
FRA
318
Front Row Advisors
California
$95.3K
AA
319
Ancora Advisors
Ohio
$84.3K
AT
320
Arlington Trust
Alabama
$80.3K
PMFA
321
Plante Moran Financial Advisors
Michigan
$78.7K
MMCM
322
Murphy & Mullick Capital Management
New York
$75.5K
VNA
323
Valley National Advisers
Pennsylvania
$75K
IF
324
Integrity Financial
Wyoming
$73.8K
CA
325
Continuum Advisory
Idaho
$72.3K