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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
FFA
301
First Foundation Advisors
California
$212K +$206K +6,791 New
OP
302
ORG Partners
Indiana
$211K -$5.92K -195 -3%
BAM
303
Bellevue Asset Management
Washington
$211K +$577 +19 +0.3%
AWM
304
Abound Wealth Management
Tennessee
$207K -$54.8K -1,804 -21%
IIA
305
Integral Investment Advisors
California
$205K +$200K +6,592 New
CAI
306
Capital Advisors Inc
Oklahoma
$200K +$195K +6,427 New
RFP
307
Root Financial Partners
California
$197K +$192K +6,338 New
AF
308
Advisornet Financial
Minnesota
$187K +$7.02K +231 +4%
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K -$547 -18 -0.3%
US Bancorp
310
US Bancorp
Minnesota
$179K -$12.2K -403 -7%
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$178K -$12.5K -410 -7%
MA
312
MCF Advisors
Kentucky
$178K +$12.2K +403 +8%
NA
313
NewEdge Advisors
Louisiana
$173K
DFA
314
DHJJ Financial Advisors
Illinois
$169K -$1.03K -34 -0.6%
Wells Fargo
315
Wells Fargo
California
$168K -$142K -4,664 -46%
WANY
316
Wealthspire Advisors (New York)
New York
$154K +$150K +4,950 New
S
317
SignatureFD
Georgia
$150K +$1.52K +50 +1%
RTL
318
Red Tortoise LLC
Georgia
$149K +$334 +11 +0.2%
ACA
319
Aptus Capital Advisors
Alabama
$148K +$2K +66 +1%
ST
320
Smithfield Trust
Pennsylvania
$148K
TCM
321
TD Capital Management
Tennessee
$147K +$425 +14 +0.3%
KPP
322
Kings Path Partners
Texas
$143K -$30 -1 -0%
KFA
323
Kelleher Financial Advisors
New York
$135K +$131K +4,324 New
NWM
324
Navigoe Wealth Management
California
$134K +$131K +4,316 New
GWM
325
Geneos Wealth Management
Colorado
$130K