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Schwab Fundamental US Small Company Index ETF

440 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
226
Creekside Partners
California
$379K
AG
227
AlTi Global
New York
$377K
PFS
228
Prospera Financial Services
Texas
$376K
CG
229
Caprock Group
Idaho
$375K
AP
230
Appleton Partners
Massachusetts
$373K
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$364K
BlackRock
232
BlackRock
New York
$359K
EWA
233
EverSource Wealth Advisors
Alabama
$345K
GIM
234
Glenmede Investment Management
Pennsylvania
$340K
MPW
235
Magnolia Private Wealth
Pennsylvania
$337K
SWM
236
SeaCrest Wealth Management
New York
$337K
NCM
237
Noesis Capital Mangement
Florida
$336K
KIA
238
KCM Investment Advisors
California
$332K
CA
239
Clune & Associates
Illinois
$322K
IAA
240
Independent Advisor Alliance
North Carolina
$322K
KAS
241
Kestra Advisory Services
Texas
$320K
CA
242
Clearstead Advisors
Ohio
$319K
USCWA
243
U.S. Capital Wealth Advisors
Texas
$318K
NFG
244
Nations Financial Group
Iowa
$317K
TPI
245
Trust Point Inc
Wisconsin
$308K
E
246
EntreWealth
Texas
$305K
PIMG
247
Patriot Investment Management Group
Tennessee
$304K
JWCA
248
J.W. Cole Advisors
Florida
$303K
HR
249
Howe & Rusling
New York
$303K
CCG
250
Coastwise Capital Group
California
$301K