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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
HCM
401
Hollencrest Capital Management
California
$6.92K
CCM
402
Chilton Capital Management
Texas
$6.7K +$6.53K +215 New
MCA
403
Midwest Capital Advisors
Michigan
$6.61K +$6.44K +212 New
HI
404
Horizon Investments
North Carolina
$6.23K +$6.07K +200 New
VWM
405
Vermillion Wealth Management
Minnesota
$5.75K -$1.52K -50 -21%
MFT
406
Moisand Fitzgerald Tamayo
Florida
$5.73K
BWL
407
Bogart Wealth LLC
Virginia
$5.42K +$5.29K +174 New
FC
408
Financial Consulate
Maryland
$5.26K +$5.13K +169 New
DAM
409
Delta Asset Management
Tennessee
$5.05K
AFWM
410
Abich Financial Wealth Management
Virginia
$5.05K +$4.92K +162 New
JFA
411
JNBA Financial Advisors
Minnesota
$4.8K -$1.03K -34 -18%
WAG
412
Wiser Advisor Group
Arizona
$4.78K +$4.65K +153 New
CVM
413
Cheviot Value Management
California
$4.76K
GWS
414
Greykasell Wealth Strategies
California
$4.61K
NFSG
415
Newbridge Financial Services Group
Florida
$3.99K
SC
416
Solstein Capital
California
$3.8K
HWP
417
Highline Wealth Partners
California
$3.58K
LWA
418
Lowe Wealth Advisors
Maryland
$3.55K +$3.46K +114 New
HHGA
419
Halbert Hargrove Global Advisors
California
$3.15K +$3.07K +101 New
HFS
420
Hantz Financial Services
Michigan
$3K -$15.8K -521 -85%
FFA
421
Founders Financial Alliance
North Carolina
$2.99K
EWP
422
Elevation Wealth Partners
California
$2.97K
FMP
423
Financial Management Professionals
Texas
$2.93K
AIM
424
Anchor Investment Management
South Carolina
$2.49K
AAG
425
Armstrong Advisory Group
Massachusetts
$2.43K