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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
AssetMark Inc
351
AssetMark Inc
California
$31.2K
GWANC
352
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.2K
IHWM
353
Iron Horse Wealth Management
Iowa
$29.9K
FP
354
Financial Perspectives
Minnesota
$29.8K
Citigroup
355
Citigroup
New York
$29.3K
BA
356
Bristlecone Advisors
Washington
$25.1K
ACA
357
American Capital Advisory
Idaho
$24.1K
HPIA
358
Hamilton Point Investment Advisors
North Carolina
$23K
PS
359
Pinney & Scofield
Massachusetts
$20.8K
Russell Investments Group
360
Russell Investments Group
United Kingdom
$19.7K
ME
361
McIlrath & Eck
Washington
$19.6K
AP
362
Aspect Partners
Virginia
$19K
DF
363
Dunhill Financial
United Kingdom
$16.4K
KFI
364
Key Financial Inc
Pennsylvania
$16.1K
SIC
365
SJS Investment Consulting
Ohio
$15.9K
BGWM
366
Bridge Generations Wealth Management
Florida
$15.4K
KSWA
367
Kathleen S. Wright Associates
Pennsylvania
$15.3K
SL
368
Salomon & Ludwin
Virginia
$12.8K
W
369
WealthCollab
Washington
$12K
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$11.9K
GWS
371
Glassman Wealth Services
Virginia
$11.2K
ATC
372
Adirondack Trust Company
New York
$11.2K
GWSA
373
Global Wealth Strategies & Associates
Colorado
$10.4K
BL
374
BFSG LLC
California
$10K
SWM
375
Spire Wealth Management
Virginia
$9.81K