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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

416 hedge funds and large institutions have $6.43B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
51
Increased
149
Reduced
140
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$25.7M
2
HW
2
HORAN Wealth
Ohio
$7.63M
3
PC
3
Prairiewood Capital
North Dakota
$50.3M
4
MWP
4
Moller Wealth Partners
$36.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.01M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.18B
2
SF
2
Symphony Financial
Texas
$263K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$858K
5
AA
5
ALPS Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.18B 180,780,879 -19,508,409 -10%
WA
2
Waddell & Associates
Tennessee
$77.1M 2,689,433 +53,042 +2%
SCM
3
Steele Capital Management
Iowa
$58.4M 2,039,901 -46,420 -2%
CGL
4
Clarius Group LLC
Washington
$53.2M 1,855,727 -26,744 -1%
PC
5
Prairiewood Capital
North Dakota
$50.3M 1,755,747 +187,569 +12%
UBS Group
6
UBS Group
Switzerland
$41.5M 1,449,221 -449,151 -24%
Morgan Stanley
7
Morgan Stanley
New York
$37.2M 1,296,735 -17,262 -1%
MWP
8
Moller Wealth Partners
$36.8M 1,283,119 +168,858 +15%
IIC
9
Ironwood Investment Counsel
Arizona
$33.8M 1,179,447 -65,566 -5%
Ameriprise
10
Ameriprise
Minnesota
$33.7M 1,172,144 +855 +0.1%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$31.7M 1,106,829 +37,945 +4%
SFS
12
Solitude Financial Services
Virginia
$29.4M 1,027,320 +57,939 +6%
AC
13
AlphaCore Capital
California
$25.7M 897,565 +894,057 +25,486%
RCA
14
Resonant Capital Advisors
Wisconsin
$25.5M 890,652 +11,248 +1%
Cerity Partners
15
Cerity Partners
New York
$24.9M 869,828 -31,861 -4%
FPF
16
First Pacific Financial
Washington
$24.6M 858,807 +25,328 +3%
AI
17
Accredited Investors
Minnesota
$22.9M 800,006 -46,156 -5%
Bank of America
18
Bank of America
North Carolina
$22.5M 786,190 -5,313 -0.7%
TC
19
Trilogy Capital
California
$22.3M 777,637 +3,331 +0.4%
BIA
20
Bell Investment Advisors
California
$19.1M 667,044 -58,081 -8%
GAM
21
Gemmer Asset Management
California
$17.8M 621,487 +13,617 +2%
WFL
22
Wealth Forward LLC
North Dakota
$17.6M 615,203 -5,740 -0.9%
GFG
23
Goldstone Financial Group
Illinois
$13.9M 467,060 +24,649 +6%
FM
24
Foster & Motley
Ohio
$13.8M 483,331 +8,573 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$13.3M 462,818 +39,808 +9%
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