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Schwab Fundamental US Small Company Index ETF

443 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, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
CAM
226
Cozad Asset Management
Illinois
$387K
HIM
227
Harbour Investment Management
Washington
$386K
AA
228
Auxano Advisors
Washington
$384K
LI
229
Lafayette Investments
Maryland
$384K
CP
230
Creekside Partners
California
$379K
AG
231
AlTi Global
New York
$377K
PFS
232
Prospera Financial Services
Texas
$376K
CG
233
Caprock Group
Idaho
$375K
AP
234
Appleton Partners
Massachusetts
$373K
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$364K
BlackRock
236
BlackRock
New York
$359K
EWA
237
EverSource Wealth Advisors
Alabama
$345K
GIM
238
Glenmede Investment Management
Pennsylvania
$340K
MPW
239
Magnolia Private Wealth
Pennsylvania
$337K
SWM
240
SeaCrest Wealth Management
New York
$337K
NCM
241
Noesis Capital Mangement
Florida
$336K
KIA
242
KCM Investment Advisors
California
$332K
CA
243
Clune & Associates
Illinois
$322K
IAA
244
Independent Advisor Alliance
North Carolina
$322K
KAS
245
Kestra Advisory Services
Texas
$320K
CA
246
Clearstead Advisors
Ohio
$319K
USCWA
247
U.S. Capital Wealth Advisors
Texas
$318K
NFG
248
Nations Financial Group
Iowa
$317K
TPI
249
Trust Point Inc
Wisconsin
$308K
E
250
EntreWealth
Texas
$305K