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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
BGAI
176
Bruce G. Allen Investments
Colorado
$524K
SF
177
Symphony Financial
Texas
$524K
TCM
178
Tandem Capital Management
New Jersey
$522K
VBFG
179
Vishria Bird Financial Group
Tennessee
$514K
AV
180
Aspiring Ventures
Ohio
$514K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$513K
B
182
Bailard
California
$513K
HI
183
Harbour Investments
Wisconsin
$510K
ONB
184
Old National Bancorp
Indiana
$509K
CFGA
185
Cambridge Financial Group (Arizona)
Arizona
$501K
WRPWM
186
Werba Rubin Papier Wealth Management
California
$497K
CIAS
187
Capital Investment Advisory Services
North Carolina
$495K
Jones Financial Companies
188
Jones Financial Companies
Missouri
$493K
JLBC
189
J.L. Bainbridge & Co
Florida
$489K
WF
190
Warner Financial
Maryland
$488K
CPIG
191
Chicago Partners Investment Group
Illinois
$473K
OCG
192
Opus Capital Group
Ohio
$470K
RWM
193
Riverchase Wealth Management
Texas
$470K
CAM
194
Cidel Asset Management
Ontario, Canada
$470K
1L
195
10Elms LLP
Oklahoma
$463K
HS
196
Horan Securities
United States
$460K
BCG
197
Breakwater Capital Group
New Jersey
$458K
SFG
198
Sowa Financial Group
Rhode Island
$455K
Vanguard Group
199
Vanguard Group
Pennsylvania
$447K
ECM
200
Evergreen Capital Management
Washington
$435K