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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 %
CAI
426
Capital Advisors Inc
Oklahoma
-$293K -9,882 Closed
IWM
427
IHT Wealth Management
Illinois
-$290K -9,769 Closed
TSS
428
Two Sigma Securities
New York
-$284K -9,550 Closed
WI
429
Westbourne Investments
Virginia
-$263K -8,872 Closed
WPW
430
Warther Private Wealth
Ohio
-$240K -8,080 Closed
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
-$222M -7,468 Closed
WN
432
Williams & Novak
California
-$212K -7,150 Closed
BFG
433
Bleakley Financial Group
New Jersey
-$209K -7,048 Closed
MWM
434
MBE Wealth Management
Wisconsin
-$209K -7,026 Closed
WEG
435
World Equity Group
Illinois
-$208K -7,010 Closed
RWA
436
Redhawk Wealth Advisors
Minnesota
-$208K -7,003 Closed
RRCM
437
Rappaport Reiches Capital Management
Illinois
-$208K -7,000 Closed
NWMG
438
National Wealth Management Group
Ohio
-$205K -6,892 Closed
PAS
439
Park Avenue Securities
New York
-$203K -6,826 Closed
FFA
440
First Foundation Advisors
California
-$202K -6,791 Closed
WAG
441
Windsor Advisory Group
Ohio
-$88.2K -2,970 Closed
MCM
442
Mainstream Capital Management
California
-$68.2K -2,296 Closed
LDB
443
Lee, Danner & Bass
Tennessee
-$58K -1,954 Closed
WWA
444
Wingate Wealth Advisors
Massachusetts
-$54.3K -1,828 Closed
CJ
445
Caitlin John
Michigan
-$53.6K -1,806 Closed
MFA
446
McClarren Financial Advisors
Pennsylvania
-$52K -1,778 Closed
VWM
447
Venturi Wealth Management
Texas
-$51.8K -1,745 Closed
MFA
448
Morling Financial Advisors
California
-$47.5K -1,600 Closed
MCM
449
MidAtlantic Capital Management
Virginia
-$43.7K -1,472 Closed
FWM
450
FLP Wealth Management
Arkansas
-$41.6K -1,400 Closed