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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
JHCP
326
Jackson Hole Capital Partners
Oklahoma
$118K
AWM
327
AE Wealth Management
Kansas
$111K +$638 +21 +0.6%
AT
328
Arlington Trust
Alabama
$91.3K
PMFA
329
Plante Moran Financial Advisors
Michigan
$89.6K
PS
330
Principal Securities
Iowa
$88K -$759 -25 -0.9%
MMCM
331
Murphy & Mullick Capital Management
New York
$85.9K
FRA
332
Front Row Advisors
California
$84.1K -$7.9K -260 -9%
IF
333
Integrity Financial
Wyoming
$84K
PAM
334
Palisade Asset Management
Minnesota
$79.7K +$77.7K +2,559 New
CIAS
335
CBIZ Investment Advisory Services
Ohio
$77.6K
FW
336
Fairway Wealth
Ohio
$76.8K
BBHC
337
Brown Brothers Harriman & Co
New York
$76.2K -$1.15K -38 -2%
VNA
338
Valley National Advisers
Pennsylvania
$76K -$8.99K -296 -11%
BFPW
339
BOK Financial Private Wealth
Colorado
$75.9K
AssetMark Inc
340
AssetMark Inc
California
$68.5K +$3.67K +121 +6%
EWA
341
Elevate Wealth Advisory
Georgia
$66.4K
UB
342
UMB Bank
Missouri
$59.2K
CJ
343
Caitlin John
Michigan
$56.3K +$54.9K +1,806 New
SPIA
344
Steward Partners Investment Advisory
New York
$55K +$91 +3 +0.2%
AAS
345
Ameritas Advisory Services
Nebraska
$52.5K -$84.8K -2,793 -62%
TCM
346
TruNorth Capital Management
Michigan
$50.4K
SIC
347
Salem Investment Counselors
North Carolina
$50.2K
POIA
348
Pin Oak Investment Advisors
Texas
$49.2K -$486 -16 -1%
BTI
349
Blue Trust Inc
Georgia
$48.9K +$47.7K +1,570 New
FWP
350
FAS Wealth Partners
Kansas
$47.2K +$121 +4 +0.3%