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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 %
IC
126
IEQ Capital
California
$1.1M +$654K +23,861 +145%
Renaissance Technologies
127
Renaissance Technologies
New York
$1.1M +$164K +6,000 +18%
DP
128
DDD Partners
Washington
$1.08M +$26.1K +954 +2%
CFA
129
Cahill Financial Advisors
Minnesota
$1.08M +$61.8K +2,256 +6%
TNA
130
True North Advisors
Texas
$1.08M +$1.08M +39,484 New
EWA
131
EP Wealth Advisors
California
$1.07M +$1.07K +39 +0.1%
CWM
132
Congress Wealth Management
Massachusetts
$1.06M +$1.06M +38,462 New
WSFS
133
Wilmington Savings Fund Society
Delaware
$1.03M
HFS
134
Howard Financial Services
Texas
$1.01M +$986 +36 +0.1%
LIM
135
Leavell Investment Management
Alabama
$989K -$70.1K -2,560 -7%
Wealthfront Advisers
136
Wealthfront Advisers
California
$957K +$187K +6,812 +24%
CA
137
CGN Advisors
Kansas
$951K -$77.1K -2,814 -7%
ADL
138
Asset Dedication LLC
California
$949K -$49.2K -1,798 -5%
RMF
139
Red Mountain Financial
Colorado
$937K +$6.41K +234 +0.7%
EWM
140
Empirical Wealth Management
Washington
$878K +$71.4K +2,606 +9%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$871K +$30.5K +1,114 +4%
GFP
142
Guardian Financial Partners
California
$870K +$145K +5,296 +20%
TAM
143
Townsend Asset Management
North Carolina
$802K +$6.9K +252 +0.9%
SOS
144
Silver Oak Securities
Tennessee
$798K +$10.6K +386 +1%
AWM
145
Axxcess Wealth Management
California
$780K -$10K -366 -1%
TFS
146
Thoroughbred Financial Services
Tennessee
$780K -$17.4K -636 -2%
JCIA
147
Jackson Creek Investment Advisors
Colorado
$768K +$22K +802 +3%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$764K +$8.9K +373 +1%
DWT
149
Dorsey & Whitney Trust
South Dakota
$752K
BPA
150
Beacon Pointe Advisors
California
$750K -$114K -4,171 -13%