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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
$25.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.22M
3
PC
Prairiewood Capital
North Dakota
$50.3M
4
MWP
Moller Wealth Partners
$36.8M
5
Goldman Sachs
Goldman Sachs
New York
$5.01M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.18B
2
SF
Symphony Financial
Texas
$263K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.36M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$858K
5
AA
ALPS Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
251
Brooklyn Investment Group
New York
$291K +$291K +10,610 New
Wells Fargo
252
Wells Fargo
California
$288K +$89.3K +3,118 +45%
TPI
253
Trust Point Inc
Wisconsin
$283K +$283K +9,880 New
PIMG
254
Patriot Investment Management Group
Tennessee
$279K – – –
JWCA
255
J.W. Cole Advisors
Florida
$277K -$55.5K -1,936 -17%
CCG
256
Coastwise Capital Group
California
$276K +$688 +24 +0.2%
OWM
257
OneAscent Wealth Management
Alabama
$274K -$68.8K -2,400 -20%
FCH
258
Freestone Capital Holdings
Washington
$269K -$114K -3,994 -30%
BCM
259
Brookstone Capital Management
Illinois
$267K -$94.6K -3,302 -26%
QCM
260
QRG Capital Management
Illinois
$266K +$23.4K +817 +10%
SF
261
Symphony Financial
Texas
$263K -$166M -18,315 -100%
EFG
262
Ehrlich Financial Group
California
$257K – – –
PCMK
263
Paragon Capital Management (Kansas)
Kansas
$257K +$5.19K +181 +2%
SEIA
264
Signature Estate & Investment Advisors
California
$255K -$504K -17,590 -66%
WT
265
Whittier Trust
California
$250K +$630 +22 +0.3%
AWM
266
Abound Wealth Management
Tennessee
$242K +$95K +3,316 +65%
MT
267
Midwest Trust
Kansas
$239K +$239K +8,328 New
SA
268
Sovran Advisors
California
$237K -$238K -8,067 -50%
Fisher Asset Management
269
Fisher Asset Management
Washington
$236K -$58.8K -2,054 -20%
SFC
270
Sprinkle Financial Consultants
Colorado
$234K -$15.8K -550 -6%
CA
271
Clune & Associates
Illinois
$233K +$233K +8,125 New
William Blair & Company
272
William Blair & Company
Illinois
$229K -$1.15K -40 -0.5%
ASN
273
Advisory Services Network
Georgia
$224K -$15K -513 -6%
ECM
274
Exchange Capital Management
Michigan
$222K – – –
HIS
275
Horizon Investment Services
Indiana
$220K -$103K -3,592 -32%
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