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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
RWM
226
Riverchase Wealth Management
Texas
$416K
RDWM
227
Red Door Wealth Management
Tennessee
$404K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$404K
CIA
229
Capital Investment Advisors
Georgia
$403K
MCM
230
Mengis Capital Management
Oregon
$398K
AC
231
Annandale Capital
Texas
$397K
CAM
232
Cozad Asset Management
Illinois
$391K
HIM
233
Harbour Investment Management
Washington
$391K
AA
234
Auxano Advisors
Washington
$390K
LI
235
Lafayette Investments
Maryland
$388K
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$386K
CG
237
Caprock Group
Idaho
$378K
AP
238
Appleton Partners
Massachusetts
$372K
DAM
239
Directional Asset Management
Illinois
$370K
SWA
240
Sax Wealth Advisors
New Jersey
$368K
CP
241
Creekside Partners
California
$368K
Empower Advisory Group
242
Empower Advisory Group
Colorado
$365K
Northern Trust
243
Northern Trust
Illinois
$364K
NP
244
NorthRock Partners
Minnesota
$362K
NCM
245
Noesis Capital Mangement
Florida
$357K
SWM
246
SeaCrest Wealth Management
New York
$353K
SAI
247
Savvy Advisors Inc
New York
$344K
GT
248
Glenmede Trust
Pennsylvania
$344K
MPW
249
Magnolia Private Wealth
Pennsylvania
$337K
KIA
250
KCM Investment Advisors
California
$336K