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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
TWP
201
Tempus Wealth Planning
California
$433K
PA
202
PFG Advisors
Arizona
$429K
EWM
203
Evercore Wealth Management
New York
$426K
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$426K
DAS
205
Dynamic Advisor Solutions
Arizona
$424K
PWM
206
Perigon Wealth Management
California
$424K
FSWA
207
Financial Synergies Wealth Advisors
Texas
$422K
JIC
208
Johnson Investment Counsel
Ohio
$420K
SA
209
Sovran Advisors
California
$408K
WPC
210
Wedmont Private Capital
Pennsylvania
$395K
PCM
211
Pennsylvania Capital Management
Pennsylvania
$390K
AG
212
AlTi Global
New York
$389K
COLIM
213
City of London Investment Management
United Kingdom
$386K
LPAM
214
Lodestar Private Asset Management
California
$385K
CWA
215
Clearview Wealth Advisors
Oregon
$384K
WFA
216
Wade Financial Advisory
California
$383K
CP
217
Creekside Partners
California
$377K
MPW
218
Magnolia Private Wealth
Pennsylvania
$375K
FCG
219
Financial Connections Group
California
$373K
MCM
220
Mengis Capital Management
Oregon
$368K
FCH
221
Freestone Capital Holdings
Washington
$367K
CAMG
222
CWA Asset Management Group
Florida
$362K
KAS
223
Kestra Advisory Services
Texas
$360K
AP
224
Appleton Partners
Massachusetts
$359K
PA
225
Parallel Advisors
California
$353K