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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 %
IA
101
IFP Advisors
Florida
$1.69M +$107K +3,898 +7%
WW
102
Waterfront Wealth
Kansas
$1.68M +$64.7K +2,362 +4%
LAM
103
Lakewood Asset Management
Illinois
$1.66M -$306K -11,166 -16%
EWA
104
EQ Wealth Advisors
Texas
$1.66M -$100K -3,658 -6%
CIC
105
Cutler Investment Counsel
Oregon
$1.64M -$12.1K -440 -0.7%
AOWM
106
Alpha Omega Wealth Management
Virginia
$1.61M +$79.6K +2,907 +5%
HAS
107
HBW Advisory Services
California
$1.6M +$103K +3,767 +7%
AAS
108
Avantax Advisory Services
Texas
$1.6M +$109K +3,993 +7%
Lido Advisors
109
Lido Advisors
California
$1.53M +$99.6K +3,637 +7%
KFS
110
Kaizen Financial Strategies
California
$1.51M -$45.9K -1,675 -3%
EFG
111
Ethos Financial Group
Pennsylvania
$1.51M +$1.51M +55,081 New
CA
112
Cambridge Advisors
Nebraska
$1.47M -$17.6K -641 -1%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$1.47M -$114K -4,163 -7%
TRCT
114
Tower Research Capital (TRC)
New York
$1.38M +$794K +28,987 +135%
PMG
115
ProVise Management Group
Florida
$1.37M -$284K -10,356 -17%
HWM
116
HB Wealth Management
Georgia
$1.31M +$1.02M +37,396 +359%
SAG
117
SageView Advisory Group
California
$1.27M -$53.3K -1,946 -4%
CA
118
CoreCap Advisors
Michigan
$1.26M -$1.3M -47,440 -51%
VC
119
Vicus Capital
Pennsylvania
$1.25M -$298K -10,886 -19%
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.24M -$349K -12,738 -22%
Betterment LLC
121
Betterment LLC
New York
$1.17M -$30.5K -1,112 -3%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.17M +$3.31K +121 +0.3%
CPCP
123
Cedar Point Capital Partners
Iowa
$1.12M +$45.2K +1,650 +4%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.11M +$301K +10,972 +37%
WP
125
Westmount Partners
California
$1.11M +$1.11M +40,579 New