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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
IA
101
IFP Advisors
Florida
$1.69M
WW
102
Waterfront Wealth
Kansas
$1.68M
LAM
103
Lakewood Asset Management
Illinois
$1.66M
EWA
104
EQ Wealth Advisors
Texas
$1.66M
CIC
105
Cutler Investment Counsel
Oregon
$1.64M
AOWM
106
Alpha Omega Wealth Management
Virginia
$1.61M
HAS
107
HBW Advisory Services
California
$1.6M
AAS
108
Avantax Advisory Services
Texas
$1.6M
Lido Advisors
109
Lido Advisors
California
$1.53M
KFS
110
Kaizen Financial Strategies
California
$1.51M
EFG
111
Ethos Financial Group
Pennsylvania
$1.51M
CA
112
Cambridge Advisors
Nebraska
$1.47M
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$1.47M
TRCT
114
Tower Research Capital (TRC)
New York
$1.38M
PMG
115
ProVise Management Group
Florida
$1.37M
HWM
116
HB Wealth Management
Georgia
$1.31M
SAG
117
SageView Advisory Group
California
$1.27M
CA
118
CoreCap Advisors
Michigan
$1.26M
VC
119
Vicus Capital
Pennsylvania
$1.25M
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.24M
Betterment LLC
121
Betterment LLC
New York
$1.17M
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.17M
CPCP
123
Cedar Point Capital Partners
Iowa
$1.12M
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.11M
WP
125
Westmount Partners
California
$1.11M