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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
Empower Advisory Group
426
Empower Advisory Group
Colorado
CAI
427
Capital Advisors Inc
Oklahoma
IWM
428
IHT Wealth Management
Illinois
TSS
429
Two Sigma Securities
New York
WI
430
Westbourne Investments
Virginia
WPW
431
Warther Private Wealth
Ohio
Koshinski Asset Management
432
Koshinski Asset Management
Illinois
WN
433
Williams & Novak
California
BFG
434
Bleakley Financial Group
New Jersey
MWM
435
MBE Wealth Management
Wisconsin
WEG
436
World Equity Group
Illinois
RWA
437
Redhawk Wealth Advisors
Minnesota
RRCM
438
Rappaport Reiches Capital Management
Illinois
NWMG
439
National Wealth Management Group
Ohio
PAS
440
Park Avenue Securities
New York
FFA
441
First Foundation Advisors
California
WAG
442
Windsor Advisory Group
Ohio
MCM
443
Mainstream Capital Management
California
LDB
444
Lee, Danner & Bass
Tennessee
WWA
445
Wingate Wealth Advisors
Massachusetts
CJ
446
Caitlin John
Michigan
MFA
447
McClarren Financial Advisors
Pennsylvania
VWM
448
Venturi Wealth Management
Texas
MFA
449
Morling Financial Advisors
California
MCM
450
MidAtlantic Capital Management
Virginia