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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 %
CIAS
326
CBIZ Investment Advisory Services
Ohio
$68.2K
BFPW
327
BOK Financial Private Wealth
Colorado
$66.7K
GP
328
Greenline Partners
New York
$66.1K +$32.1K +2,280 +95%
SIC
329
Salem Investment Counselors
North Carolina
$60.8K +$43.4K +1,586 +251%
EWA
330
Elevate Wealth Advisory
Georgia
$58.4K
SIM
331
Synergy Investment Management
Florida
$56.3K
DJSG
332
D.J. St. Germain
Massachusetts
$55.2K +$55.2K +2,014 New
UB
333
UMB Bank
Missouri
$52K
SPIA
334
Steward Partners Investment Advisory
New York
$48.9K +$712 +26 +1%
Bessemer Group
335
Bessemer Group
New Jersey
$46K -$1.43K -53 -3%
TCM
336
TruNorth Capital Management
Michigan
$44.3K
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$43.8K +$8.05K +294 +23%
BBHC
338
Brown Brothers Harriman & Co
New York
$42.6K -$1.21K -44 -3%
FWP
339
FAS Wealth Partners
Kansas
$41.3K -$4.19K -153 -9%
SSB
340
Sandy Spring Bank
Maryland
$39.7K +$7.4K +270 +23%
QCG
341
Quadrant Capital Group
Ohio
$39.4K
BCMLT
342
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.1K
GA
343
GoalVest Advisory
New York
$37.1K -$9.18K -335 -20%
LIA
344
Luken Investment Analytics
Tennessee
$36.6K
CCM
345
Coldstream Capital Management
Washington
$36K +$36K +1,316 New
SRCM
346
Signature Resources Capital Management
California
$33.7K
SAM
347
Smartleaf Asset Management
Massachusetts
$33.3K +$32.7K +1,195 +4,979%
BWM
348
Bernard Wealth Management
Michigan
$33.1K +$33.1K +1,210 New
CFD
349
Creative Financial Designs
Indiana
$32.8K -$6.63K -242 -17%
AssetMark Inc
350
AssetMark Inc
California
$31.2K +$2.41K +88 +8%