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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AlphaCore Capital
California
+$25.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.06M
3
PC
Prairiewood Capital
North Dakota
+$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$559M
2
SF
Symphony Financial
Texas
-$166M
3
Osaic Holdings
Osaic Holdings
Arizona
-$33.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.6M
5
AA
ALPS Advisors
Colorado
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
226
Lafayette Investments
Maryland
$361K +$1.43K +50 +0.4%
AC
227
Annandale Capital
Texas
$361K – – –
CAM
228
Clark Asset Management
New Hampshire
$361K +$361K +12,589 New
CAM
229
Cozad Asset Management
Illinois
$356K +$70.5K +2,460 +25%
HIM
230
Harbour Investment Management
Washington
$355K – – –
PFS
231
Prospera Financial Services
Texas
$353K +$487 +17 +0.1%
MPW
232
Magnolia Private Wealth
Pennsylvania
$353K -$40.2K -1,402 -10%
AA
233
Auxano Advisors
Washington
$352K +$888 +31 +0.3%
HR
234
Howe & Rusling
New York
$348K +$156K +5,432 +81%
AP
235
Appleton Partners
Massachusetts
$343K -$32.5K -1,135 -9%
E
236
EntreWealth
Texas
$339K -$280K -9,778 -45%
RDWM
237
Red Door Wealth Management
Tennessee
$329K -$1K -35 -0.3%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$320K -$37.5K -1,308 -10%
NCM
239
Noesis Capital Mangement
Florida
$318K +$5.87K +205 +2%
EWA
240
EverSource Wealth Advisors
Alabama
$317K +$317K +11,058 New
Empower Advisory Group
241
Empower Advisory Group
Colorado
$316K +$316K +11,047 New
PCMC
242
Paragon Capital Management (Colorado)
Colorado
$314K – – –
GIM
243
Glenmede Investment Management
Pennsylvania
$313K +$313K +10,926 New
CIA
244
Capital Investment Advisors
Georgia
$313K -$37.2K -1,297 -11%
SWM
245
SeaCrest Wealth Management
New York
$310K -$22.4K -782 -7%
KIA
246
KCM Investment Advisors
California
$305K +$305K +10,661 New
NFG
247
Nations Financial Group
Iowa
$296K -$4.96K -173 -2%
IAA
248
Independent Advisor Alliance
North Carolina
$296K -$3.27K -114 -1%
CA
249
Clearstead Advisors
Ohio
$292K +$1.58K +55 +0.5%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$291K -$42.5K -1,485 -13%
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