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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.49B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$32.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$13.7M
4
IIC
4
Ironwood Investment Counsel
Arizona
$34.1M
5
CC
5
Callan Capital
California
$22.7M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$32.1M
3
TC
3
Trilogy Capital
California
$21.2M
4
RBCM
4
Raub Brock Capital Management
California
$0
5
JBA
5
Johnson Bixby & Associates
Washington
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.49B 200,289,288 +1,100,604 +0.6%
WA
2
Waddell & Associates
Tennessee
$72.2M 2,636,391 +40,331 +2%
SCM
3
Steele Capital Management
Iowa
$57.1M 2,086,321 +22,641 +1%
UBS Group
4
UBS Group
Switzerland
$52M 1,898,372 +67,558 +4%
CGL
5
Clarius Group LLC
Washington
$51.6M 1,882,471 -110,734 -6%
PC
6
Prairiewood Capital
North Dakota
$43M 1,568,178 +117,252 +8%
Morgan Stanley
7
Morgan Stanley
New York
$36M 1,313,997 -5,805 -0.4%
IIC
8
Ironwood Investment Counsel
Arizona
$34.1M 1,245,013 +259,556 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$32.4M 1,183,766 +441,087 +59%
Ameriprise
10
Ameriprise
Minnesota
$32.1M 1,171,289 -568,304 -33%
MWP
11
Moller Wealth Partners
$30.5M 1,114,261 +113,945 +11%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$29.3M 1,068,884 +28,215 +3%
SFS
13
Solitude Financial Services
Virginia
$26.6M 969,381 -107,303 -10%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$25M 783,575 – –
Cerity Partners
15
Cerity Partners
New York
$24.7M 901,689 -10,023 -1%
RCA
16
Resonant Capital Advisors
Wisconsin
$24.1M 879,404 +18,863 +2%
AI
17
Accredited Investors
Minnesota
$23.2M 846,162 +58,574 +7%
FPF
18
First Pacific Financial
Washington
$22.8M 833,479 +15,053 +2%
CC
19
Callan Capital
California
$22.7M 830,053 +160,794 +24%
Bank of America
20
Bank of America
North Carolina
$21.7M 791,503 +38,936 +5%
TC
21
Trilogy Capital
California
$21.2M 774,306 -523,121 -40%
BIA
22
Bell Investment Advisors
California
$19.9M 725,125 -9,039 -1%
WFL
23
Wealth Forward LLC
North Dakota
$17M 620,943 -2,891 -0.5%
AA
24
ALPS Advisors
Colorado
$17M 619,058 +6,025 +1%
GAM
25
Gemmer Asset Management
California
$16.6M 607,870 +22,422 +4%
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