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Schwab Fundamental US Small Company Index ETF

419 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
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
5.62%
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
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
251
U.S. Capital Wealth Advisors
Texas
$291K -$42.5K -1,485 -13%
BIG
252
Brooklyn Investment Group
New York
$291K +$291K +10,610 New
Wells Fargo
253
Wells Fargo
California
$288K +$89.3K +3,118 +45%
TPI
254
Trust Point Inc
Wisconsin
$283K +$283K +9,880 New
PIMG
255
Patriot Investment Management Group
Tennessee
$279K
JWCA
256
J.W. Cole Advisors
Florida
$277K -$55.5K -1,936 -17%
CCG
257
Coastwise Capital Group
California
$276K +$688 +24 +0.2%
OWM
258
OneAscent Wealth Management
Alabama
$274K -$68.8K -2,400 -20%
FCH
259
Freestone Capital Holdings
Washington
$269K -$114K -3,994 -30%
BCM
260
Brookstone Capital Management
Illinois
$267K -$94.6K -3,302 -26%
QCM
261
QRG Capital Management
Illinois
$266K +$23.4K +817 +10%
SF
262
Symphony Financial
Texas
$263K -$166M -18,315 -100%
EFG
263
Ehrlich Financial Group
California
$257K
PCMK
264
Paragon Capital Management (Kansas)
Kansas
$257K +$5.19K +181 +2%
SEIA
265
Signature Estate & Investment Advisors
California
$255K -$504K -17,590 -66%
WT
266
Whittier Trust
California
$250K +$630 +22 +0.3%
AWM
267
Abound Wealth Management
Tennessee
$242K +$95K +3,316 +65%
MT
268
Midwest Trust
Kansas
$239K +$239K +8,328 New
SA
269
Sovran Advisors
California
$237K -$238K -8,067 -50%
Fisher Asset Management
270
Fisher Asset Management
Washington
$236K -$58.8K -2,054 -20%
SFC
271
Sprinkle Financial Consultants
Colorado
$234K -$15.8K -550 -6%
CA
272
Clune & Associates
Illinois
$233K +$233K +8,125 New
William Blair & Company
273
William Blair & Company
Illinois
$229K -$1.15K -40 -0.5%
ASN
274
Advisory Services Network
Georgia
$224K -$15K -513 -6%
ECM
275
Exchange Capital Management
Michigan
$222K