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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
FM
26
Foster & Motley
Ohio
$15.1M +$8.38K +276 +0.1%
SPA
27
Shore Point Advisors
New Jersey
$14.2M +$1.18M +38,720 +9%
SSWG
28
Seven Springs Wealth Group
Tennessee
$14.1M +$885K +29,138 +7%
LPL Financial
29
LPL Financial
California
$13.4M +$241K +7,931 +2%
AI
30
Accredited Investors
Minnesota
$13.3M -$11.3M -372,801 -47%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$12.8M -$1.6M -52,807 -11%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$12.1M +$5.56M +183,044 +88%
CST
33
Charles Schwab Trust
Nevada
$12M +$996K +32,802 +9%
GVAG
34
Great Valley Advisor Group
Delaware
$11.2M +$193K +6,346 +2%
MCM
35
MAI Capital Management
Ohio
$10.6M +$523K +17,214 +5%
CFO
36
Collective Family Office
Pennsylvania
$10.3M +$147K +4,827 +1%
Mariner
37
Mariner
Kansas
$9.99M +$698K +22,985 +8%
GWM
38
GSB Wealth Management
Connecticut
$9.9M +$224K +7,373 +2%
Creative Planning
39
Creative Planning
Kansas
$9.78M +$373K +12,295 +4%
SC
40
Savant Capital
Illinois
$9.47M +$3.1M +102,215 +51%
OWM
41
Opes Wealth Management
California
$9.37M +$256K +8,427 +3%
AFA
42
Arlington Financial Advisors
California
$9.04M -$19.7K -648 -0.2%
SS
43
Sound Stewardship
Kansas
$8.97M -$165K -5,418 -2%
HW
44
HORAN Wealth
Ohio
$8.76M +$452K +14,877 +6%
NRI
45
NFP Retirement Inc
California
$8.69M -$353K -11,625 -4%
WA
46
Waverly Advisors
Alabama
$8.67M +$276K +9,085 +3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$8.12M +$1.24M +40,744 +19%
JBA
48
Johnson Bixby & Associates
Washington
$7.52M -$49.9K -1,644 -0.7%
PPW
49
Pasadena Private Wealth
California
$7.02M -$1.54M -50,820 -18%
EWA
50
Exencial Wealth Advisors
Oklahoma
$6.35M -$118K -3,894 -2%