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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.

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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$5.74M +$96.1K +3,509 +2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$5.73M -$795K -29,032 -12%
CAM
53
Cresset Asset Management
Illinois
$5.72M
KCM
54
Kathmere Capital Management
Pennsylvania
$5.67M +$251K +9,174 +5%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$5.47M +$3.09M +112,962 +130%
YAL
56
Your Advocates Ltd
Texas
$5.34M +$178K +6,482 +3%
PAG
57
Private Advisor Group
New Jersey
$4.52M -$1.35M -49,236 -23%
STFP
58
Signal Tree Financial Partners
Ohio
$4.51M +$983K +35,893 +28%
VP
59
Verum Partners
North Carolina
$4.47M -$483K -17,646 -10%
SCM
60
Sebold Capital Management
Illinois
$4.33M +$208K +7,576 +5%
HighTower Advisors
61
HighTower Advisors
Illinois
$4.13M +$128K +4,685 +3%
BA
62
Brightwater Advisory
Florida
$4.1M -$80.6K -2,941 -2%
CWM
63
Cabot Wealth Management
Massachusetts
$4.01M +$383 +14 +0%
RWM
64
Reston Wealth Management
Virginia
$3.9M +$258K +9,430 +7%
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$3.82M +$38.5K +1,404 +1%
AWM
66
Austin Wealth Management
Texas
$3.52M -$282K -10,725 -7%
LSWP
67
Liberty Square Wealth Partners
Pennsylvania
$3.51M +$571K +20,831 +19%
TYCC
68
Texas Yale Capital Corp
Florida
$3.35M
IA
69
Integrity Alliance
Iowa
$3.25M +$3.25M +118,695 New
Raymond James Financial
70
Raymond James Financial
Florida
$3.21M +$567K +20,692 +21%
HP
71
Hilltop Partners
Indiana
$3.18M +$377K +13,767 +13%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$3.18M +$279K +10,195 +10%
NMG
73
New Millennium Group
Utah
$3.16M +$154K +5,628 +5%
SFS
74
Sowell Financial Services
Arkansas
$3.13M -$3.26K -119 -0.1%
FIA
75
Foundations Investment Advisors
Arizona
$3.05M +$252K +9,199 +9%