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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
WF
76
Womack Financial
Texas
$3.48M +$167K +5,489 +5%
NCM
77
Northland Capital Management
Minnesota
$3.44M +$362K +11,934 +12%
CA
78
Capital Advantage
California
$3.4M +$298K +9,805 +10%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$3.33M -$4.42M -145,437 -58%
TCM
80
Traub Capital Management
Massachusetts
$3.08M -$82.5K -2,715 -3%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$2.98M -$121K -3,994 -4%
MG
82
Mather Group
Illinois
$2.92M +$30 +1 +0%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$2.9M +$427K +14,063 +18%
HWA
84
HHM Wealth Advisors
Tennessee
$2.8M +$2.76K +91 +0.1%
AA
85
Addison Advisors
Vermont
$2.78M
WW
86
Waterfront Wealth
Kansas
$2.63M +$200K +6,591 +8%
TRCT
87
Tower Research Capital (TRC)
New York
$2.56M +$682K +22,466 +38%
Lido Advisors
88
Lido Advisors
California
$2.55M +$581K +19,140 +30%
AAS
89
Asset Allocation Strategies
Michigan
$2.48M +$230K +7,561 +11%
MA
90
McGrath & Associates
North Carolina
$2.47M -$202K -6,643 -8%
JP Morgan Chase
91
JP Morgan Chase
New York
$2.46M -$2.05M -67,486 -46%
EWA
92
EQ Wealth Advisors
Texas
$2.45M +$8.72K +287 +0.4%
QCM
93
QRG Capital Management
Illinois
$2.4M +$2.06M +67,764 +731%
YWM
94
Yoder Wealth Management
California
$2.39M -$4.71K -155 -0.2%
FCMT
95
Founders Capital Management (Texas)
Texas
$2.24M +$25.4K +837 +1%
IA
96
Integrity Alliance
Iowa
$2.23M -$1.52M -50,194 -41%
KLI
97
Kelman-Lazarov Inc
Tennessee
$2.19M +$35.5K +1,168 +2%
IA
98
IFP Advisors
Florida
$2.14M +$56.9K +1,874 +3%
BCI
99
Brinker Capital Investments
Pennsylvania
$2.14M -$217K -7,148 -9%
CIC
100
Cutler Investment Counsel
Oregon
$2.13M +$182K +6,006 +10%