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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
226
Northern Trust
Illinois
$363K
MCM
227
Mengis Capital Management
Oregon
$362K
LI
228
Lafayette Investments
Maryland
$361K
AC
229
Annandale Capital
Texas
$361K
CAM
230
Clark Asset Management
New Hampshire
$361K
CAM
231
Cozad Asset Management
Illinois
$356K
HIM
232
Harbour Investment Management
Washington
$355K
PFS
233
Prospera Financial Services
Texas
$353K
MPW
234
Magnolia Private Wealth
Pennsylvania
$353K
AA
235
Auxano Advisors
Washington
$352K
HR
236
Howe & Rusling
New York
$348K
AP
237
Appleton Partners
Massachusetts
$343K
E
238
EntreWealth
Texas
$339K
RDWM
239
Red Door Wealth Management
Tennessee
$329K
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$320K
NCM
241
Noesis Capital Mangement
Florida
$318K
EWA
242
EverSource Wealth Advisors
Alabama
$317K
Empower Advisory Group
243
Empower Advisory Group
Colorado
$316K
PCMC
244
Paragon Capital Management (Colorado)
Colorado
$314K
GIM
245
Glenmede Investment Management
Pennsylvania
$313K
CIA
246
Capital Investment Advisors
Georgia
$313K
SWM
247
SeaCrest Wealth Management
New York
$310K
KIA
248
KCM Investment Advisors
California
$305K
NFG
249
Nations Financial Group
Iowa
$296K
IAA
250
Independent Advisor Alliance
North Carolina
$296K