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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
GFP
126
Guardian Financial Partners
California
$1.2M +$52.7K +1,735 +5%
ADL
127
Asset Dedication LLC
California
$1.2M +$114K +3,769 +11%
EWM
128
Empirical Wealth Management
Washington
$1.19M +$196K +6,459 +20%
WSFS
129
Wilmington Savings Fund Society
Delaware
$1.17M
BWM
130
BCS Wealth Management
Tennessee
$1.15M +$276K +9,098 +33%
HFS
131
Howard Financial Services
Texas
$1.15M +$2.06K +68 +0.2%
IC
132
IEQ Capital
California
$1.14M +$107K +3,530 +11%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.13M +$193K +6,347 +21%
AQR Capital Management
134
AQR Capital Management
Connecticut
$1.12M +$313K +10,293 +40%
HWM
135
HB Wealth Management
Georgia
$1.11M -$90.6K -2,982 -8%
RMF
136
Red Mountain Financial
Colorado
$1.1M +$28.9K +952 +3%
CA
137
CGN Advisors
Kansas
$1.08M
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$1.08M
PMG
139
ProVise Management Group
Florida
$1.04M -$246K -8,089 -20%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1.04M -$50.9K -1,677 -5%
HAP
141
Harbor Asset Planning
Massachusetts
$988K +$3.28K +108 +0.3%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$960K +$53.8K +1,771 +6%
QCM
143
Quantinno Capital Management
New York
$959K +$151K +4,971 +19%
BC
144
Brio Consultants
California
$936K -$304K -10,015 -25%
Wealthfront Advisers
145
Wealthfront Advisers
California
$920K +$134K +4,406 +18%
LIM
146
Leavell Investment Management
Alabama
$918K -$95.7K -3,150 -10%
SOS
147
Silver Oak Securities
Tennessee
$900K -$11.8K -388 -1%
BAMG
148
Brand Asset Management Group
Missouri
$899K +$876K +28,847 New
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$872K -$865K -28,470 -50%
QC
150
Quadrature Capital
United Kingdom
$869K +$847K +27,883 New