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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
PPW
26
Pasadena Private Wealth
California
$14.1M
GVAG
27
Great Valley Advisor Group
Delaware
$13.7M
FM
28
Foster & Motley
Ohio
$13M
CFO
29
Collective Family Office
Pennsylvania
$12.4M
GFG
30
Goldstone Financial Group
Illinois
$12.1M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$11.6M
SPA
32
Shore Point Advisors
New Jersey
$10.9M
LPL Financial
33
LPL Financial
California
$10.9M
CST
34
Charles Schwab Trust
Nevada
$10.7M
SSWG
35
Seven Springs Wealth Group
Tennessee
$10.4M
MCM
36
MAI Capital Management
Ohio
$9.23M
Mariner
37
Mariner
Kansas
$8.58M
Creative Planning
38
Creative Planning
Kansas
$8.26M
NRI
39
NFP Retirement Inc
California
$8.03M
GWM
40
GSB Wealth Management
Connecticut
$7.9M
AFA
41
Arlington Financial Advisors
California
$7.85M
SS
42
Sound Stewardship
Kansas
$7.47M
OWM
43
Opes Wealth Management
California
$7.33M
WA
44
Waverly Advisors
Alabama
$7.17M
HCA
45
Horan Capital Advisors
Ohio
$7.15M
FC
46
Forte Capital
New York
$6.87M
JBA
47
Johnson Bixby & Associates
Washington
$6.78M
ML
48
McAdam LLC
Pennsylvania
$5.91M
SC
49
Savant Capital
Illinois
$5.79M
EWA
50
Exencial Wealth Advisors
Oklahoma
$5.76M