We are live on ! Find out more
FNDA icon

Schwab Fundamental US Small Company Index ETF

458 hedge funds and large institutions have $7.11B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 180 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

45% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 124

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.98% more ownership

Funds ownership: 76.32%79.3% (+3%)

3% more funds holding

Funds holding: 445458 (+13)

1% more capital invested

Capital invested by funds: $7.03B → $7.11B (+$78.9M)

Holders
458
Holders Change
+13
Holders Change %
+2.92%
% of All Funds
5.57%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
60
Increased
180
Reduced
124
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$573K +$2.18K +70 +0.4%
WRPWM
202
Werba Rubin Papier Wealth Management
California
$572K
DAS
203
Dynamic Advisor Solutions
Arizona
$567K +$18.7K +599 +3%
JLBC
204
J.L. Bainbridge & Co
Florida
$567K -$5.05K -162 -0.9%
CFGA
205
Cambridge Financial Group (Arizona)
Arizona
$543K
WPC
206
Wedmont Private Capital
Pennsylvania
$539K +$14.5K +465 +3%
FSWA
207
Financial Synergies Wealth Advisors
Texas
$533K -$5.3K -170 -1%
B
208
Bailard
California
$515K +$1.28K +41 +0.3%
1L
209
10Elms LLP
Oklahoma
$513K -$5.11K -164 -1%
GRP
210
Global Retirement Partners
California
$512K +$266K +8,541 +111%
CAM
211
Cidel Asset Management
Ontario, Canada
$507K
AV
212
Aspiring Ventures
Ohio
$500K -$4.86K -156 -1%
SFG
213
Sowa Financial Group
Rhode Island
$498K -$19.5K -624 -4%
RFP
214
Root Financial Partners
California
$497K +$294K +9,437 +149%
CWA
215
Clearview Wealth Advisors
Oregon
$497K +$4.58K +147 +0.9%
LPAM
216
Lodestar Private Asset Management
California
$491K -$7.61K -244 -2%
LFG
217
Larson Financial Group
Missouri
$477K +$43.1K +1,382 +10%
OCG
218
Opus Capital Group
Ohio
$472K -$68.4K -2,194 -13%
PA
219
PFG Advisors
Arizona
$472K -$33.5K -1,073 -7%
RRA
220
Red Reef Advisors
Florida
$471K +$466K +14,939 New
TSS
221
Two Sigma Securities
New York
$461K +$12K +384 +3%
BlackRock
222
BlackRock
New York
$459K +$94.6K +3,035 +26%
FFG
223
Fiduciary Financial Group
California
$448K +$443K +14,212 New
CAMG
224
CWA Asset Management Group
Florida
$443K +$23K +739 +6%
PWM
225
Perigon Wealth Management
California
$438K -$75K -2,405 -15%