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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$296K
CA
252
Clearstead Advisors
Ohio
$292K
USCWA
253
U.S. Capital Wealth Advisors
Texas
$291K
BIG
254
Brooklyn Investment Group
New York
$291K
Wells Fargo
255
Wells Fargo
California
$288K
TPI
256
Trust Point Inc
Wisconsin
$283K
PIMG
257
Patriot Investment Management Group
Tennessee
$279K
JWCA
258
J.W. Cole Advisors
Florida
$277K
CCG
259
Coastwise Capital Group
California
$276K
OWM
260
OneAscent Wealth Management
Alabama
$274K
FCH
261
Freestone Capital Holdings
Washington
$269K
BCM
262
Brookstone Capital Management
Illinois
$267K
QCM
263
QRG Capital Management
Illinois
$266K
SF
264
Symphony Financial
Texas
$263K
EFG
265
Ehrlich Financial Group
California
$257K
PCMK
266
Paragon Capital Management (Kansas)
Kansas
$257K
SEIA
267
Signature Estate & Investment Advisors
California
$255K
WT
268
Whittier Trust
California
$250K
AWM
269
Abound Wealth Management
Tennessee
$242K
MT
270
Midwest Trust
Kansas
$239K
SA
271
Sovran Advisors
California
$237K
Fisher Asset Management
272
Fisher Asset Management
Washington
$236K
SFC
273
Sprinkle Financial Consultants
Colorado
$234K
CA
274
Clune & Associates
Illinois
$233K
William Blair & Company
275
William Blair & Company
Illinois
$229K