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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
HNB
401
Huntington National Bank
Ohio
$2.08K
CFFP
402
Center for Financial Planning
Michigan
$1.92K
WWM
403
Wagner Wealth Management
South Carolina
$1.79K
RF
404
Rossby Financial
Florida
$1.6K
GK
405
Graney & King
New York
$1.51K
MSFP
406
Mark Sheptoff Financial Planning
Connecticut
$1.42K
GSWM
407
Golden State Wealth Management
California
$1.31K
PIP
408
Peachtree Investment Partners
Florida
$1.26K
IWP
409
IAG Wealth Partners
Wisconsin
$1.15K
FGAM
410
Financial Gravity Asset Management
Texas
$1.04K
BAM
411
Byrne Asset Management
New Jersey
$822
RIL
412
Rothschild Investment LLC
Illinois
$767
PFBT
413
Parkside Financial Bank & Trust
Missouri
$714
HC
414
Hurley Capital
New York
$556
LWMI
415
Legacy Wealth Management (Idaho)
Idaho
$384
AEPWM
416
Atlantic Edge Private Wealth Management
Florida
$55
LC
417
Lindbrook Capital
California
$1
RBCM
418
Raub Brock Capital Management
California
WP
419
WMS Partners
Maryland
RA
420
RFG Advisory
Alabama
Citadel Advisors
421
Citadel Advisors
Florida
RRA
422
Round Rock Advisors
Connecticut
First Trust Advisors
423
First Trust Advisors
Illinois
AP
424
Adero Partners
California
RF
425
RHS Financial
California