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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 %
PCWA
451
Pacific Capital Wealth Advisors
California
-$37.7K -1,268 Closed
EWA
452
EverSource Wealth Advisors
Alabama
-$33.6K -1,130 Closed
FCAS
453
First Command Advisory Services
Texas
-$23.5K -790 Closed
KBFS
454
Kohmann Bosshard Financial Services
Ohio
-$22.8K -768 Closed
CP
455
Castleview Partners
Texas
-$21.1K -714 Closed
CCM
456
Chilton Capital Management
Texas
-$19.8K -666 Closed
MA
457
Modus Advisors
Minnesota
-$12.4K -416 Closed
BTI
458
Blue Trust Inc
Georgia
-$12.1K -408 Closed
MFS
459
Mattson Financial Services
Michigan
-$22.8K -383 Closed
HI
460
Human Investing
Oregon
-$9.27K -312 Closed
HWP
461
Highline Wealth Partners
California
-$7.48K -252 Closed
BWL
462
Bogart Wealth LLC
Virginia
-$6.06K -204 Closed
TC
463
Truvestments Capital
Florida
-$5.7K -192 Closed
EW
464
Element Wealth
Mississippi
-$5.64K -190 Closed
EFP
465
EnRich Financial Partners
Wisconsin
-$4.69K -158 Closed
OC
466
Oarsman Capital
Wisconsin
-$3.39K -114 Closed
GEA
467
Glen Eagle Advisors
New Jersey
-$3.17K -107 Closed
CAS
468
Coppell Advisory Solutions
Texas
-$2.37K -80 Closed
UCB
469
United Community Bank
South Carolina
-$2.26K -76 Closed
NIA
470
NBZ Investment Advisors
Tennessee
-$1.43K -48 Closed
RCM
471
Raleigh Capital Management
North Carolina
-$1.33K -45 Closed
WTFG
472
Wood Tarver Financial Group
Idaho
-$1K -38 Closed
GWSG
473
GPS Wealth Strategies Group
Colorado
-$950 -32 Closed
AIA
474
Armor Investment Advisors
North Carolina
-$653 -22 Closed
VHAM
475
Van Hulzen Asset Management
California
-$297 -10 Closed