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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
HI
351
Hoey Investments
Pennsylvania
$46.9K
QCG
352
Quadrant Capital Group
Ohio
$44.9K +$43.7K +1,440 New
SRCM
353
Signature Resources Capital Management
California
$43.8K +$5.32K +175 +14%
LIA
354
Luken Investment Analytics
Tennessee
$41.6K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$40.6K
PP
356
PFS Partners
New Jersey
$38.5K +$37.6K +1,237 New
BCWM
357
Bartlett & Co Wealth Management
Ohio
$36K +$5.59K +184 +19%
AUB
358
Atlantic Union Bankshares
Virginia
$35.6K -$2.19K -72 -6%
GGI
359
Godsey & Gibb Inc
Virginia
$34.5K -$24.8K -818 -43%
FP
360
Financial Perspectives
Minnesota
$33.9K
Citigroup
361
Citigroup
New York
$33.2K
CFD
362
Creative Financial Designs
Indiana
$31.7K -$3.4K -112 -10%
CFB
363
Cullen/Frost Bankers
Texas
$28.2K +$27.5K +906 New
ATC
364
Adirondack Trust Company
New York
$26.8K +$13.7K +450 +110%
HPIA
365
Hamilton Point Investment Advisors
North Carolina
$26.2K
PS
366
Pinney & Scofield
Massachusetts
$23.8K +$91 +3 +0.4%
PK
367
Pflug Koory
Nebraska
$22.8K -$29.3K -966 -57%
ME
368
McIlrath & Eck
Washington
$22.2K
AP
369
Aspect Partners
Virginia
$21.6K
SGK
370
Steigerwald Gordon & Koch
Virginia
$21.4K +$20.8K +686 New
CA
371
Crewe Advisors
Utah
$19.1K
DF
372
Dunhill Financial
United Kingdom
$18.6K
KFI
373
Key Financial Inc
Pennsylvania
$18.4K
SIC
374
SJS Investment Consulting
Ohio
$18.1K
IFS
375
Intelligent Financial Strategies
Minnesota
$18.1K