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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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
CA
251
Clearstead Advisors
Ohio
$292K
USCWA
252
U.S. Capital Wealth Advisors
Texas
$291K
BIG
253
Brooklyn Investment Group
New York
$291K
Wells Fargo
254
Wells Fargo
California
$288K
TPI
255
Trust Point Inc
Wisconsin
$283K
PIMG
256
Patriot Investment Management Group
Tennessee
$279K
JWCA
257
J.W. Cole Advisors
Florida
$277K
CCG
258
Coastwise Capital Group
California
$276K
OWM
259
OneAscent Wealth Management
Alabama
$274K
FCH
260
Freestone Capital Holdings
Washington
$269K
BCM
261
Brookstone Capital Management
Illinois
$267K
QCM
262
QRG Capital Management
Illinois
$266K
SF
263
Symphony Financial
Texas
$263K
EFG
264
Ehrlich Financial Group
California
$257K
PCMK
265
Paragon Capital Management (Kansas)
Kansas
$257K
SEIA
266
Signature Estate & Investment Advisors
California
$255K
WT
267
Whittier Trust
California
$250K
AWM
268
Abound Wealth Management
Tennessee
$242K
MT
269
Midwest Trust
Kansas
$239K
SA
270
Sovran Advisors
California
$237K
Fisher Asset Management
271
Fisher Asset Management
Washington
$236K
SFC
272
Sprinkle Financial Consultants
Colorado
$234K
CA
273
Clune & Associates
Illinois
$233K
William Blair & Company
274
William Blair & Company
Illinois
$229K
ASN
275
Advisory Services Network
Georgia
$224K