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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
IC
126
IEQ Capital
California
$1.1M
Renaissance Technologies
127
Renaissance Technologies
New York
$1.1M
DP
128
DDD Partners
Washington
$1.08M
CFA
129
Cahill Financial Advisors
Minnesota
$1.08M
TNA
130
True North Advisors
Texas
$1.08M
EWA
131
EP Wealth Advisors
California
$1.07M
CWM
132
Congress Wealth Management
Massachusetts
$1.06M
WSFS
133
Wilmington Savings Fund Society
Delaware
$1.03M
HFS
134
Howard Financial Services
Texas
$1.01M
LIM
135
Leavell Investment Management
Alabama
$989K
Wealthfront Advisers
136
Wealthfront Advisers
California
$957K
CA
137
CGN Advisors
Kansas
$951K
ADL
138
Asset Dedication LLC
California
$949K
RMF
139
Red Mountain Financial
Colorado
$937K
EWM
140
Empirical Wealth Management
Washington
$878K
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$871K
GFP
142
Guardian Financial Partners
California
$870K
TAM
143
Townsend Asset Management
North Carolina
$802K
SOS
144
Silver Oak Securities
Tennessee
$798K
AWM
145
Axxcess Wealth Management
California
$780K
TFS
146
Thoroughbred Financial Services
Tennessee
$780K
JCIA
147
Jackson Creek Investment Advisors
Colorado
$768K
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$764K
DWT
149
Dorsey & Whitney Trust
South Dakota
$752K
BPA
150
Beacon Pointe Advisors
California
$750K