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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 %
GWANC
351
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.2K +$20.5K +748 +210%
IHWM
352
Iron Horse Wealth Management
Iowa
$29.9K
FP
353
Financial Perspectives
Minnesota
$29.8K
Citigroup
354
Citigroup
New York
$29.3K +$55 +2 +0.2%
BA
355
Bristlecone Advisors
Washington
$25.1K +$55 +2 +0.2%
ACA
356
American Capital Advisory
Idaho
$24.1K +$55 +2 +0.2%
HPIA
357
Hamilton Point Investment Advisors
North Carolina
$23K
PS
358
Pinney & Scofield
Massachusetts
$20.8K +$27 +1 +0.1%
Russell Investments Group
359
Russell Investments Group
United Kingdom
$19.7K +$19.7K +719 New
ME
360
McIlrath & Eck
Washington
$19.6K
AP
361
Aspect Partners
Virginia
$19K
DF
362
Dunhill Financial
United Kingdom
$16.4K +$16.4K +598 New
KFI
363
Key Financial Inc
Pennsylvania
$16.1K +$8.41K +307 +110%
SIC
364
SJS Investment Consulting
Ohio
$15.9K
BGWM
365
Bridge Generations Wealth Management
Florida
$15.4K +$9.47K +346 +159%
KSWA
366
Kathleen S. Wright Associates
Pennsylvania
$15.3K
SL
367
Salomon & Ludwin
Virginia
$12.8K
W
368
WealthCollab
Washington
$12K
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$11.9K
GWS
370
Glassman Wealth Services
Virginia
$11.2K
ATC
371
Adirondack Trust Company
New York
$11.2K
GWSA
372
Global Wealth Strategies & Associates
Colorado
$10.4K -$7.25K -265 -41%
BL
373
BFSG LLC
California
$10K
SWM
374
Spire Wealth Management
Virginia
$9.82K
RWM
375
Rialto Wealth Management
New York
$9.81K