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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
B
201
Bailard
California
$508K
PWM
202
Perigon Wealth Management
California
$508K +$25K +823 +5%
JAG
203
Journey Advisory Group
Kentucky
$507K -$102K -3,348 -17%
CAM
204
Cidel Asset Management
Ontario, Canada
$501K
PA
205
PFG Advisors
Arizona
$500K +$487K +16,038 New
AV
206
Aspiring Ventures
Ohio
$500K -$96.8K -3,186 -17%
WPC
207
Wedmont Private Capital
Pennsylvania
$497K +$1.7K +56 +0.4%
LPAM
208
Lodestar Private Asset Management
California
$493K +$22K +724 +5%
Vanguard Group
209
Vanguard Group
Pennsylvania
$491K -$34.9K -1,149 -7%
JIC
210
Johnson Investment Counsel
Ohio
$489K +$25.4K +836 +6%
CWA
211
Clearview Wealth Advisors
Oregon
$487K +$24K +791 +5%
CIA
212
Capital Investment Advisors
Georgia
$455K +$112K +3,690 +34%
Northern Trust
213
Northern Trust
Illinois
$450K +$54.1K +1,782 +14%
TSS
214
Two Sigma Securities
New York
$444K -$104K -3,419 -19%
RDWM
215
Red Door Wealth Management
Tennessee
$439K +$79K +2,601 +23%
BAWC
216
Boyce & Associates Wealth Consulting
Texas
$436K +$19.5K +643 +5%
HF
217
HRT Financial
New York
$435K -$646K -21,267 -60%
LFG
218
Larson Financial Group
Missouri
$428K -$129K -4,257 -24%
FTUS
219
Flow Traders U.S.
New York
$421K -$3.45M -113,484 -89%
CRC
220
Curi RMB Capital
Illinois
$418K
BJL
221
Brighton Jones LLC
Washington
$417K -$10.9K -358 -3%
PA
222
Parallel Advisors
California
$417K -$17.9K -589 -4%
SAI
223
Savvy Advisors Inc
New York
$416K -$76.3K -2,512 -16%
CAMG
224
CWA Asset Management Group
Florida
$415K -$7.93K -261 -2%
RWM
225
Riverchase Wealth Management
Texas
$412K -$6.32K -208 -2%