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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 %
BGAI
176
Bruce G. Allen Investments
Colorado
$524K +$22.4K +819 +4%
SF
177
Symphony Financial
Texas
$524K +$262K +9,172 +100%
TCM
178
Tandem Capital Management
New Jersey
$522K -$78.3K -2,860 -13%
VBFG
179
Vishria Bird Financial Group
Tennessee
$514K
AV
180
Aspiring Ventures
Ohio
$514K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$513K +$101K +3,698 +25%
B
182
Bailard
California
$513K +$513K +18,712 New
HI
183
Harbour Investments
Wisconsin
$510K +$160K +5,834 +46%
ONB
184
Old National Bancorp
Indiana
$509K
WRPWM
185
Werba Rubin Papier Wealth Management
California
$497K
CIAS
186
Capital Investment Advisory Services
North Carolina
$495K +$18.4K +670 +4%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$493K +$178K +6,502 +56%
JLBC
188
J.L. Bainbridge & Co
Florida
$489K -$27.4K -1,000 -5%
WF
189
Warner Financial
Maryland
$488K +$21.3K +778 +5%
CPIG
190
Chicago Partners Investment Group
Illinois
$473K +$2.24K +84 +0.5%
OCG
191
Opus Capital Group
Ohio
$470K +$82 +3 +0%
RWM
192
Riverchase Wealth Management
Texas
$470K -$47.7K -1,741 -9%
CAM
193
Cidel Asset Management
Ontario, Canada
$470K
1L
194
10Elms LLP
Oklahoma
$463K -$9.75K -356 -2%
HS
195
Horan Securities
United States
$460K -$119K -4,332 -21%
BCG
196
Breakwater Capital Group
New Jersey
$458K +$458K +16,721 New
SFG
197
Sowa Financial Group
Rhode Island
$455K -$8.48K -310 -2%
Vanguard Group
198
Vanguard Group
Pennsylvania
$447K -$50.8K -1,856 -10%
ECM
199
Evergreen Capital Management
Washington
$435K +$55 +2 +0%
TWP
200
Tempus Wealth Planning
California
$433K +$14.5K +531 +3%