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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 %
NP
151
NorthRock Partners
Minnesota
$739K +$731K +26,702 +9,402%
Comerica Bank
152
Comerica Bank
Texas
$737K -$10.6K -386 -1%
SEIA
153
Signature Estate & Investment Advisors
California
$726K +$28.4K +1,037 +4%
AQR Capital Management
154
AQR Capital Management
Connecticut
$711K +$711K +25,941 New
Stifel Financial
155
Stifel Financial
Missouri
$706K -$79.1K -2,888 -10%
CFO
156
CVA Family Office
Colorado
$704K -$75.6K -2,760 -10%
MA
157
Mutual Advisors
Nebraska
$701K +$69.1K +2,637 +11%
WTA
158
Washington Trust Advisors
Massachusetts
$695K -$87K -3,178 -11%
APW
159
Austin Private Wealth
Texas
$692K -$105K -3,838 -13%
CGH
160
Crossmark Global Holdings
Texas
$667K +$667K +24,366 New
Neuberger Berman Group
161
Neuberger Berman Group
New York
$649K
UBS AM
162
UBS AM
Illinois
$647K +$647K +23,630 New
FFN
163
Focus Financial Network
Minnesota
$628K +$21.4K +781 +4%
BWM
164
BCS Wealth Management
Tennessee
$628K +$57.8K +2,111 +10%
JFG
165
JMG Financial Group
Illinois
$621K +$97.4K +3,556 +19%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$614K +$588K +21,454 +2,207%
LIA
167
LBMC Investment Advisors
Tennessee
$599K -$131K -4,798 -18%
E
168
EntreWealth
Texas
$591K +$276K +10,070 +87%
CCA
169
Clarity Capital Advisors
Florida
$591K +$1.12K +41 +0.2%
SI
170
Stephens Inc
Arkansas
$575K +$70.8K +2,584 +14%
QWM
171
Quadcap Wealth Management
Texas
$556K -$6.68K -244 -1%
JAG
172
Journey Advisory Group
Kentucky
$537K +$94.5K +3,450 +21%
FFA
173
Farther Finance Advisors
California
$537K -$14.2K -515 -3%
CNWM
174
Clay Northam Wealth Management
California
$529K -$7.81K -285 -1%
MWM
175
Modera Wealth Management
New Jersey
$525K -$29.3K -1,068 -5%