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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
NP
151
NorthRock Partners
Minnesota
$739K
Comerica Bank
152
Comerica Bank
Texas
$737K
SEIA
153
Signature Estate & Investment Advisors
California
$726K
AQR Capital Management
154
AQR Capital Management
Connecticut
$711K
Stifel Financial
155
Stifel Financial
Missouri
$706K
CFO
156
CVA Family Office
Colorado
$704K
MA
157
Mutual Advisors
Nebraska
$701K
WTA
158
Washington Trust Advisors
Massachusetts
$695K
APW
159
Austin Private Wealth
Texas
$692K
CGH
160
Crossmark Global Holdings
Texas
$667K
Neuberger Berman Group
161
Neuberger Berman Group
New York
$649K
UBS AM
162
UBS AM
Illinois
$647K
FFN
163
Focus Financial Network
Minnesota
$628K
BWM
164
BCS Wealth Management
Tennessee
$628K
JFG
165
JMG Financial Group
Illinois
$621K
BCWM
166
Bartlett & Co Wealth Management
Ohio
$614K
LIA
167
LBMC Investment Advisors
Tennessee
$599K
E
168
EntreWealth
Texas
$591K
CCA
169
Clarity Capital Advisors
Florida
$591K
SI
170
Stephens Inc
Arkansas
$575K
QWM
171
Quadcap Wealth Management
Texas
$556K
JAG
172
Journey Advisory Group
Kentucky
$537K
FFA
173
Farther Finance Advisors
California
$537K
CNWM
174
Clay Northam Wealth Management
California
$529K
MWM
175
Modera Wealth Management
New Jersey
$525K