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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 %
PA
201
PFG Advisors
Arizona
$429K +$54.3K +1,983 +14%
EWM
202
Evercore Wealth Management
New York
$426K
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$426K -$77.9K -2,843 -15%
DAS
204
Dynamic Advisor Solutions
Arizona
$424K +$424K +15,481 New
PWM
205
Perigon Wealth Management
California
$424K +$3.62K +132 +0.9%
FSWA
206
Financial Synergies Wealth Advisors
Texas
$422K +$740 +27 +0.2%
JIC
207
Johnson Investment Counsel
Ohio
$420K +$96.4K +3,520 +30%
SA
208
Sovran Advisors
California
$408K +$862 +34 +0.2%
WPC
209
Wedmont Private Capital
Pennsylvania
$395K +$85.9K +3,414 +28%
PCM
210
Pennsylvania Capital Management
Pennsylvania
$390K -$4.77K -174 -1%
AG
211
AlTi Global
New York
$389K -$55.7K -2,033 -13%
COLIM
212
City of London Investment Management
United Kingdom
$386K +$386K +14,100 New
LPAM
213
Lodestar Private Asset Management
California
$385K +$82 +3 +0%
CWA
214
Clearview Wealth Advisors
Oregon
$384K +$8.71K +318 +2%
WFA
215
Wade Financial Advisory
California
$383K
CP
216
Creekside Partners
California
$377K
MPW
217
Magnolia Private Wealth
Pennsylvania
$375K -$125K -4,551 -25%
FCG
218
Financial Connections Group
California
$373K +$373K +13,673 New
MCM
219
Mengis Capital Management
Oregon
$368K -$29.8K -1,089 -8%
FCH
220
Freestone Capital Holdings
Washington
$367K +$15.6K +568 +4%
CAMG
221
CWA Asset Management Group
Florida
$362K +$362K +13,231 New
KAS
222
Kestra Advisory Services
Texas
$360K +$159K +5,798 +79%
AP
223
Appleton Partners
Massachusetts
$359K -$145K -5,309 -29%
PA
224
Parallel Advisors
California
$353K +$27K +987 +8%
RFP
225
Root Financial Partners
California
$351K +$147K +5,381 +72%