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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$5.74M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$5.73M
CAM
53
Cresset Asset Management
Illinois
$5.72M
KCM
54
Kathmere Capital Management
Pennsylvania
$5.67M
FPAS
55
Focus Partners Advisor Solutions
Missouri
$5.47M
YAL
56
Your Advocates Ltd
Texas
$5.34M
PAG
57
Private Advisor Group
New Jersey
$4.52M
STFP
58
Signal Tree Financial Partners
Ohio
$4.51M
VP
59
Verum Partners
North Carolina
$4.47M
SCM
60
Sebold Capital Management
Illinois
$4.33M
HighTower Advisors
61
HighTower Advisors
Illinois
$4.13M
BA
62
Brightwater Advisory
Florida
$4.1M
CWM
63
Cabot Wealth Management
Massachusetts
$4.01M
RWM
64
Reston Wealth Management
Virginia
$3.9M
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$3.82M
AWM
66
Austin Wealth Management
Texas
$3.52M
LSWP
67
Liberty Square Wealth Partners
Pennsylvania
$3.51M
TYCC
68
Texas Yale Capital Corp
Florida
$3.35M
IA
69
Integrity Alliance
Iowa
$3.25M
Raymond James Financial
70
Raymond James Financial
Florida
$3.21M
HP
71
Hilltop Partners
Indiana
$3.18M
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$3.18M
NMG
73
New Millennium Group
Utah
$3.16M
SFS
74
Sowell Financial Services
Arkansas
$3.13M
FIA
75
Foundations Investment Advisors
Arizona
$3.05M