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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
STFP
101
Signal Tree Financial Partners
Ohio
$2.1M -$2.32M -76,344 -53%
BCG
102
Breakwater Capital Group
New Jersey
$2.09M +$16.9K +555 +0.8%
AWM
103
Apollon Wealth Management
South Carolina
$2.03M -$812K -26,748 -29%
AOWM
104
Alpha Omega Wealth Management
Virginia
$2.02M +$142K +4,675 +8%
MIC
105
Meridian Investment Counsel
California
$1.95M +$1.9M +62,608 New
SA
106
Sanctuary Advisors
Indiana
$1.91M -$7.74M -254,933 -81%
SFA
107
Sequoia Financial Advisors
Ohio
$1.9M +$57.5K +1,894 +3%
LAM
108
Lakewood Asset Management
Illinois
$1.83M -$21.4K -703 -1%
VC
109
Vicus Capital
Pennsylvania
$1.8M -$162K -5,318 -8%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$1.75M +$123K +4,056 +8%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$1.71M +$54.3K +1,788 +3%
EFG
112
Ethos Financial Group
Pennsylvania
$1.68M -$130K -4,280 -7%
Jane Street
113
Jane Street
New York
$1.58M +$888K +29,251 +137%
KFS
114
Kaizen Financial Strategies
California
$1.55M -$102K -3,346 -6%
FFA
115
Farther Finance Advisors
California
$1.49M +$21.7K +713 +2%
CPCP
116
Cedar Point Capital Partners
Iowa
$1.44M +$74.1K +2,440 +6%
MML Investors Services
117
MML Investors Services
Massachusetts
$1.42M -$283K -9,308 -17%
SAG
118
SageView Advisory Group
California
$1.35M -$63.6K -2,095 -5%
CFA
119
Cahill Financial Advisors
Minnesota
$1.35M +$79.8K +2,626 +6%
Betterment LLC
120
Betterment LLC
New York
$1.34M +$65.4K +2,154 +5%
Corient Private Wealth
121
Corient Private Wealth
Florida
$1.33M -$39.6K -1,305 -3%
DP
122
DDD Partners
Washington
$1.31M +$48.2K +1,588 +4%
AWM
123
Austin Wealth Management
Texas
$1.27M -$609K -20,060 -33%
WP
124
Westmount Partners
California
$1.27M
CA
125
Cambridge Advisors
Nebraska
$1.24M -$5.34K -176 -0.4%