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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
KSWA
376
Kathleen S. Wright Associates
Pennsylvania
$17.4K
DPW
377
DiNuzzo Private Wealth
Pennsylvania
$17.4K +$3.77K +124 +29%
NMG
378
New Millennium Group
Utah
$17K -$3.61M -119,019 -100%
IAS
379
IMA Advisory Services
Colorado
$16.9K
SWM
380
Spire Wealth Management
Virginia
$16.3K
AA
381
Ancora Advisors
Ohio
$16K +$30 +1 +0.2%
HNB
382
Huntington National Bank
Ohio
$15.3K
SL
383
Salomon & Ludwin
Virginia
$13.9K -$16.4K -539 -55%
W
384
WealthCollab
Washington
$13.6K
Russell Investments Group
385
Russell Investments Group
United Kingdom
$13.6K -$1.61K -53 -11%
FCG
386
Financial Connections Group
California
$13K
GWSA
387
Global Wealth Strategies & Associates
Colorado
$13K +$1.03K +34 +9%
GWS
388
Glassman Wealth Services
Virginia
$12.8K
SIS
389
Sound Income Strategies
Florida
$11.8K -$64.8K -2,132 -85%
BL
390
BFSG LLC
California
$11.4K
RWM
391
Rialto Wealth Management
New York
$11.2K
Bessemer Group
392
Bessemer Group
New Jersey
$10K
SAM
393
Smartleaf Asset Management
Massachusetts
$9.5K +$7.17K +236 +342%
TFG
394
Team Financial Group
California
$8.91K +$30 +1 +0.4%
AWM
395
Accredited Wealth Management
Kentucky
$8.91K +$131K +4,321 +1,511%
SWP
396
Strategic Wealth Partners
Ohio
$8.6K
FFA
397
Frazier Financial Advisors
Ohio
$8.45K
SC
398
SouthState Corp
Florida
$8.1K
AIC
399
Archer Investment Corporation
Indiana
$7.89K +$30 +1 +0.4%
BI
400
Binnacle Investments
Iowa
$7.82K