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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
FW
326
Fairway Wealth
Ohio
$72.2K
CIAS
327
CBIZ Investment Advisory Services
Ohio
$68.2K
BFPW
328
BOK Financial Private Wealth
Colorado
$66.7K
GP
329
Greenline Partners
New York
$66.1K
SIC
330
Salem Investment Counselors
North Carolina
$60.8K
EWA
331
Elevate Wealth Advisory
Georgia
$58.4K
SIM
332
Synergy Investment Management
Florida
$56.3K
DJSG
333
D.J. St. Germain
Massachusetts
$55.2K
UB
334
UMB Bank
Missouri
$52K
SPIA
335
Steward Partners Investment Advisory
New York
$48.9K
Bessemer Group
336
Bessemer Group
New Jersey
$46K
TCM
337
TruNorth Capital Management
Michigan
$44.3K
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$43.8K
BBHC
339
Brown Brothers Harriman & Co
New York
$42.6K
FWP
340
FAS Wealth Partners
Kansas
$41.3K
SSB
341
Sandy Spring Bank
Maryland
$39.7K
QCG
342
Quadrant Capital Group
Ohio
$39.4K
BCMLT
343
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.1K
GA
344
GoalVest Advisory
New York
$37.1K
LIA
345
Luken Investment Analytics
Tennessee
$36.6K
CCM
346
Coldstream Capital Management
Washington
$36K
SRCM
347
Signature Resources Capital Management
California
$33.7K
SAM
348
Smartleaf Asset Management
Massachusetts
$33.3K
BWM
349
Bernard Wealth Management
Michigan
$33.1K
CFD
350
Creative Financial Designs
Indiana
$32.8K