We are live on ! Find out more
FNDA icon

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
MA
151
Mutual Advisors
Nebraska
$867K +$243 +8 +0%
Stifel Financial
152
Stifel Financial
Missouri
$866K -$20.7K -683 -2%
DWT
153
Dorsey & Whitney Trust
South Dakota
$856K
BPA
154
Beacon Pointe Advisors
California
$852K +$51.7K +1,701 +7%
FFN
155
Focus Financial Network
Minnesota
$826K -$10.8K -354 -1%
TFS
156
Thoroughbred Financial Services
Tennessee
$813K -$24.5K -808 -3%
FAG
157
Financial Architects (Georgia)
Georgia
$805K
Empower Advisory Group
158
Empower Advisory Group
Colorado
$804K +$448K +14,763 +134%
HI
159
Harbour Investments
Wisconsin
$803K +$109K +3,585 +16%
CA
160
CoreCap Advisors
Michigan
$793K -$837K -27,562 -52%
NSG
161
Nalls Sherbakoff Group
Tennessee
$790K +$23.5K +774 +3%
WTA
162
Washington Trust Advisors
Massachusetts
$787K -$3.13K -103 -0.4%
Comerica Bank
163
Comerica Bank
Texas
$777K -$3.58K -118 -0.5%
AWM
164
Axxcess Wealth Management
California
$739K -$78.2K -2,576 -10%
SI
165
Stephens Inc
Arkansas
$736K +$27.2K +896 +4%
TAM
166
Townsend Asset Management
North Carolina
$733K -$123K -4,055 -15%
CFO
167
CVA Family Office
Colorado
$731K -$69K -2,271 -9%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$713K -$60.6K -1,996 -8%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$705K
APW
170
Austin Private Wealth
Texas
$702K -$24.1K -793 -3%
Two Sigma Investments
171
Two Sigma Investments
New York
$689K +$671K +22,100 New
LIA
172
LBMC Investment Advisors
Tennessee
$681K
CCA
173
Clarity Capital Advisors
Florida
$676K +$2.28K +75 +0.3%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$674K +$184K +6,066 +39%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$665K +$211K +6,948 +48%