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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
MWM
176
Modera Wealth Management
New Jersey
$657K +$61.7K +2,032 +11%
JFG
177
JMG Financial Group
Illinois
$650K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$639K -$3.13K -103 -0.5%
QWM
179
Quadcap Wealth Management
Texas
$633K
CPIG
180
Chicago Partners Investment Group
Illinois
$628K +$71.3K +2,346 +13%
WWA
181
Wingate Wealth Advisors
Massachusetts
$618K +$183K +6,014 +44%
MWA
182
Medallion Wealth Advisors
Connecticut
$616K +$44.1K +1,452 +8%
YIH
183
Y-Intercept (HK)
Hong Kong
$604K -$22.6K -744 -4%
CNWM
184
Clay Northam Wealth Management
California
$602K
BGAI
185
Bruce G. Allen Investments
Colorado
$598K -$2.37K -78 -0.4%
CGH
186
Crossmark Global Holdings
Texas
$586K -$121K -3,981 -17%
TCM
187
Tandem Capital Management
New Jersey
$585K
ONB
188
Old National Bancorp
Indiana
$579K
TWP
189
Tempus Wealth Planning
California
$576K +$44.2K +1,456 +9%
CFGA
190
Cambridge Financial Group (Arizona)
Arizona
$570K
WF
191
Warner Financial
Maryland
$569K +$152 +5 +0%
WRPWM
192
Werba Rubin Papier Wealth Management
California
$566K
JLBC
193
J.L. Bainbridge & Co
Florida
$566K +$9.84K +324 +2%
CIAS
194
Capital Investment Advisory Services
North Carolina
$564K +$972 +32 +0.2%
DAS
195
Dynamic Advisor Solutions
Arizona
$542K +$45.3K +1,491 +9%
OCG
196
Opus Capital Group
Ohio
$535K +$121 +4 +0%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$532K +$577 +19 +0.1%
1L
198
10Elms LLP
Oklahoma
$513K
SFG
199
Sowa Financial Group
Rhode Island
$512K -$5.77K -190 -1%
GSC
200
Ground Swell Capital
South Carolina
$512K +$499K +16,428 New