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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
Charles Schwab
1
Charles Schwab
California
$5.62B -$17.1M -563,032 -0.3%
WA
2
Waddell & Associates
Tennessee
$86.7M +$2.82M +92,817 +3%
SCM
3
Steele Capital Management
Iowa
$61.2M -$2.26M -74,446 -4%
CGL
4
Clarius Group LLC
Washington
$59.8M +$1.93M +63,396 +3%
PC
5
Prairiewood Capital
North Dakota
$57.1M +$2.29M +75,371 +4%
VIA
6
Vantagepoint Investment Advisers
District of Columbia
$48.8M +$47.6M +1,566,243 New
UBS Group
7
UBS Group
Switzerland
$42.1M -$2.95M -97,190 -7%
Morgan Stanley
8
Morgan Stanley
New York
$40.1M -$281K -9,260 -0.7%
MWP
9
Moller Wealth Partners
$38.5M -$1.48M -48,721 -4%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$34.9M +$415K +13,650 +1%
Ameriprise
11
Ameriprise
Minnesota
$32.5M -$3.97M -130,691 -11%
IIC
12
Ironwood Investment Counsel
Arizona
$32.2M -$4.39M -144,640 -12%
SFS
13
Solitude Financial Services
Virginia
$30.4M -$1.54M -50,789 -5%
AC
14
AlphaCore Capital
California
$28.6M +$593K +19,517 +2%
RCA
15
Resonant Capital Advisors
Wisconsin
$28.1M +$361K +11,885 +1%
FPF
16
First Pacific Financial
Washington
$27.2M +$445K +14,641 +2%
Bank of America
17
Bank of America
North Carolina
$26.6M +$2.07M +68,194 +9%
TC
18
Trilogy Capital
California
$23.2M -$958K -31,542 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$22.4M -$903K -29,744 -4%
BIA
20
Bell Investment Advisors
California
$19.9M -$895K -29,470 -4%
GAM
21
Gemmer Asset Management
California
$19.5M +$176K +5,779 +0.9%
WFL
22
Wealth Forward LLC
North Dakota
$18.1M -$1.04M -34,250 -6%
Cerity Partners
23
Cerity Partners
New York
$17.2M -$9.61M -316,379 -36%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$15.2M +$14.8M +486,307 New
GFG
25
Goldstone Financial Group
Illinois
$15.1M +$549K +18,086 +4%