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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
RF
426
Rossby Financial
Florida
$1.91K
RF
427
Robinswood Financial
Washington
$1.87K
GK
428
Graney & King
New York
$1.73K
BNP Paribas Financial Markets
429
BNP Paribas Financial Markets
France
$1.68K +$1.64K +54 New
MSFP
430
Mark Sheptoff Financial Planning
Connecticut
$1.62K
GSWM
431
Golden State Wealth Management
California
$1.5K
PIP
432
Peachtree Investment Partners
Florida
$1.45K
IWP
433
IAG Wealth Partners
Wisconsin
$1.31K
PAG
434
Paladin Advisory Group
Iowa
$1.18K
FGAM
435
Financial Gravity Asset Management
Texas
$1.18K +$1.15K +38 New
WTC
436
WhitTier Trust Company
Nevada
$1.07K +$1.03K +34 New
BAM
437
Byrne Asset Management
New Jersey
$935
KWM
438
Kiker Wealth Management
Georgia
$935 +$911 +30 New
CW
439
Curio Wealth
Maryland
$904 +$881 +29 New
RIL
440
Rothschild Investment LLC
Illinois
$872
PFBT
441
Parkside Financial Bank & Trust
Missouri
$817
CFG
442
Chapman Financial Group
Hawaii
$811 +$790 +26 New
CBT
443
Crews Bank & Trust
Florida
$810 +$790 +26 New
CFS
444
Compass Financial Services
Iowa
$750 +$729 +24 New
HC
445
Hurley Capital
New York
$636
Qube Research & Technologies (QRT)
446
Qube Research & Technologies (QRT)
United Kingdom
$467 -$17.1K -564 -97%
MFA
447
Morling Financial Advisors
California
$27 +$30 +1 New
HAS
448
HBW Advisory Services
California
-$1.7M -59,376 Closed
GS
449
GTS Securities
New York
-$1.43M -49,891 Closed
TNA
450
True North Advisors
Texas
-$1.2M -41,982 Closed