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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 %
CFFP
401
Center for Financial Planning
Michigan
$1.92K +$1.92K +70 New
WWM
402
Wagner Wealth Management
South Carolina
$1.79K +$276 +10 +18%
RF
403
Rossby Financial
Florida
$1.6K +$1.6K +61 New
GK
404
Graney & King
New York
$1.51K
MSFP
405
Mark Sheptoff Financial Planning
Connecticut
$1.42K
GSWM
406
Golden State Wealth Management
California
$1.32K -$12.7K -462 -91%
PIP
407
Peachtree Investment Partners
Florida
$1.26K
IWP
408
IAG Wealth Partners
Wisconsin
$1.15K +$1.15K +42 New
FGAM
409
Financial Gravity Asset Management
Texas
$1.04K +$1.04K +38 New
BAM
410
Byrne Asset Management
New Jersey
$822
RIL
411
Rothschild Investment LLC
Illinois
$767
PFBT
412
Parkside Financial Bank & Trust
Missouri
$714
HC
413
Hurley Capital
New York
$556
LWMI
414
Legacy Wealth Management (Idaho)
Idaho
$384 +$384 +14 New
AEPWM
415
Atlantic Edge Private Wealth Management
Florida
$55
LC
416
Lindbrook Capital
California
$1 -$1
RBCM
417
Raub Brock Capital Management
California
-$5.46M -183,819 Closed
WP
418
WMS Partners
Maryland
-$1.17M -39,500 Closed
RA
419
RFG Advisory
Alabama
-$981K -33,017 Closed
Citadel Advisors
420
Citadel Advisors
Florida
-$728K -24,515 Closed
RRA
421
Round Rock Advisors
Connecticut
-$520K -17,495 Closed
First Trust Advisors
422
First Trust Advisors
Illinois
-$381K -12,820 Closed
AP
423
Adero Partners
California
-$360K -12,107 Closed
RF
424
RHS Financial
California
-$333K -11,207 Closed
Empower Advisory Group
425
Empower Advisory Group
Colorado
-$303K -10,189 Closed