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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 %
ACA
301
Aptus Capital Advisors
Alabama
$141K +$20.5K +748 +17%
AWM
302
Abound Wealth Management
Tennessee
$140K
S
303
SignatureFD
Georgia
$130K -$102K -3,736 -44%
RTL
304
Red Tortoise LLC
Georgia
$129K +$137 +5 +0.1%
ST
305
Smithfield Trust
Pennsylvania
$129K
TCM
306
TD Capital Management
Tennessee
$129K +$247 +9 +0.2%
KPP
307
Kings Path Partners
Texas
$127K
NA
308
NewEdge Advisors
Louisiana
$121K -$657 -24 -0.5%
AWM
309
AE Wealth Management
Kansas
$117K -$21.4K -782 -15%
OCM
310
Osterweis Capital Management
California
$109K -$118K
DFA
311
DHJJ Financial Advisors
Illinois
$108K -$3.51K -128 -3%
CAL
312
Capital Analysts LLC
Pennsylvania
$105K -$58.5K -2,140 -36%
JHCP
313
Jackson Hole Capital Partners
Oklahoma
$103K
PS
314
Principal Securities
Iowa
$102K
BlackRock
315
BlackRock
New York
$99.5K +$3.4K +124 +4%
AC
316
AlphaCore Capital
California
$96.1K +$96.1K +3,508 New
FRA
317
Front Row Advisors
California
$95.3K
AA
318
Ancora Advisors
Ohio
$84.3K +$80.6K +2,944 +2,197%
AT
319
Arlington Trust
Alabama
$80.3K
PMFA
320
Plante Moran Financial Advisors
Michigan
$78.7K
MMCM
321
Murphy & Mullick Capital Management
New York
$75.5K
VNA
322
Valley National Advisers
Pennsylvania
$75K -$868 -32 -1%
IF
323
Integrity Financial
Wyoming
$73.8K
CA
324
Continuum Advisory
Idaho
$72.3K +$47.4K +1,732 +191%
FW
325
Fairway Wealth
Ohio
$72.2K +$72.2K +2,636 New