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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.

New
Increased
Maintained
Reduced
Closed
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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$2.96M +$486K +17,739 +20%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.86M +$620K +22,632 +28%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.85M +$1.05M +38,354 +58%
CA
79
Capital Advantage
California
$2.83M
MSFS
80
Main Street Financial Solutions
Pennsylvania
$2.76M +$2.76M +100,715 New
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$2.71M +$613K +22,366 +29%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.69M +$146K +5,328 +6%
MG
83
Mather Group
Illinois
$2.56M -$6.85K -250 -0.3%
AWM
84
Apollon Wealth Management
South Carolina
$2.47M -$325K -11,853 -12%
HWA
85
HHM Wealth Advisors
Tennessee
$2.45M +$108K +3,938 +5%
AA
86
Addison Advisors
Vermont
$2.44M -$39.7K -1,450 -2%
PP
87
PrairieView Partners
Minnesota
$2.44M -$19.2K -701 -0.8%
MA
88
McGrath & Associates
North Carolina
$2.43M -$46.3K -1,689 -2%
NCM
89
Northland Capital Management
Minnesota
$2.33M -$5.42K -198 -0.2%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$2.17M -$1.02M -37,280 -32%
YWM
91
Yoder Wealth Management
California
$2.11M -$2.74K -100 -0.1%
AWS
92
Atria Wealth Solutions
New York
$2.1M +$249K +9,103 +13%
FCMT
93
Founders Capital Management (Texas)
Texas
$1.99M +$18.7K +681 +0.9%
OPS
94
Orion Portfolio Solutions
Nebraska
$1.95M -$370K -13,526 -16%
BCI
95
Brinker Capital Investments
Pennsylvania
$1.95M -$370K -13,526 -16%
MML Investors Services
96
MML Investors Services
Massachusetts
$1.89M -$147K -5,362 -7%
KLI
97
Kelman-Lazarov Inc
Tennessee
$1.83M -$6.77K -247 -0.4%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.8M +$66.4K +2,424 +4%
AAS
99
Asset Allocation Strategies
Michigan
$1.75M +$159K +5,820 +10%
SFA
100
Sequoia Financial Advisors
Ohio
$1.74M +$210K +7,651 +14%