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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
YAL
51
Your Advocates Ltd
Texas
$6.34M +$21.1K +694 +0.3%
ML
52
McAdam LLC
Pennsylvania
$6.15M -$345K -11,351 -5%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$5.87M +$782K +25,750 +16%
RWM
54
Reston Wealth Management
Virginia
$5.84M +$507K +16,699 +10%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$5.66M +$2.11M +69,587 +62%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$5.34M -$279K -9,187 -5%
KCM
57
Kathmere Capital Management
Pennsylvania
$5.25M -$431K -14,201 -8%
PAG
58
Private Advisor Group
New Jersey
$5.22M +$210K +6,918 +4%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$5.02M +$177K +5,822 +4%
CWM
60
Cabot Wealth Management
Massachusetts
$4.83M +$83K +2,732 +2%
Goldman Sachs
61
Goldman Sachs
New York
$4.81M -$619K -20,392 -12%
HighTower Advisors
62
HighTower Advisors
Illinois
$4.65M -$70.9K -2,334 -2%
LSWP
63
Liberty Square Wealth Partners
Pennsylvania
$4.42M -$1.42M -46,813 -25%
REMPR
64
Roof Eidam Maycock Peralta (REMP)
California
$4.37M
BA
65
Brightwater Advisory
Florida
$4.35M -$236K -7,777 -5%
CAM
66
Cresset Asset Management
Illinois
$4.3M -$954K -31,413 -19%
FIA
67
Foundations Investment Advisors
Arizona
$4.22M +$240K +7,914 +6%
Raymond James Financial
68
Raymond James Financial
Florida
$4.09M +$340K +11,205 +9%
MWM
69
Manske Wealth Management
Texas
$4.05M -$114K -3,756 -3%
VP
70
Verum Partners
North Carolina
$4.03M -$120K -3,946 -3%
HP
71
Hilltop Partners
Indiana
$4.02M -$6.59K -217 -0.2%
AC
72
Annandale Capital
Texas
$3.93M
TYCC
73
Texas Yale Capital Corp
Florida
$3.81M
Fidelity Investments
74
Fidelity Investments
Massachusetts
$3.78M +$519K +17,083 +16%
SFS
75
Sowell Financial Services
Arkansas
$3.57M +$35.3K +1,163 +1%