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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$2.96M
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.86M
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.85M
CA
79
Capital Advantage
California
$2.83M
MSFS
80
Main Street Financial Solutions
Pennsylvania
$2.76M
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$2.71M
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.69M
MG
83
Mather Group
Illinois
$2.56M
AWM
84
Apollon Wealth Management
South Carolina
$2.47M
HWA
85
HHM Wealth Advisors
Tennessee
$2.45M
AA
86
Addison Advisors
Vermont
$2.44M
PP
87
PrairieView Partners
Minnesota
$2.44M
MA
88
McGrath & Associates
North Carolina
$2.43M
NCM
89
Northland Capital Management
Minnesota
$2.33M
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$2.17M
YWM
91
Yoder Wealth Management
California
$2.11M
AWS
92
Atria Wealth Solutions
New York
$2.1M
FCMT
93
Founders Capital Management (Texas)
Texas
$1.99M
OPS
94
Orion Portfolio Solutions
Nebraska
$1.95M
BCI
95
Brinker Capital Investments
Pennsylvania
$1.95M
MML Investors Services
96
MML Investors Services
Massachusetts
$1.89M
KLI
97
Kelman-Lazarov Inc
Tennessee
$1.83M
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.8M
AAS
99
Asset Allocation Strategies
Michigan
$1.75M
SFA
100
Sequoia Financial Advisors
Ohio
$1.74M