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Schwab Fundamental US Small Company Index ETF

440 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
VT
251
Vise Technologies
New York
$296K
FCH
252
Freestone Capital Holdings
Washington
$293K
BIG
253
Brooklyn Investment Group
New York
$291K
SF
254
Symphony Financial
Texas
$286K
Truist Financial
255
Truist Financial
North Carolina
$284K
HIP
256
HUB Investment Partners
Texas
$282K
PCMC
257
Paragon Capital Management (Colorado)
Colorado
$281K
PCMK
258
Paragon Capital Management (Kansas)
Kansas
$280K
SEIA
259
Signature Estate & Investment Advisors
California
$280K
EFG
260
Ehrlich Financial Group
California
$280K
BCM
261
Brookstone Capital Management
Illinois
$279K
WT
262
Whittier Trust
California
$276K
MT
263
Midwest Trust
Kansas
$274K
OWM
264
OneAscent Wealth Management
Alabama
$272K
CAL
265
Capital Analysts LLC
Pennsylvania
$267K
AF
266
Allworth Financial
California
$259K
RIA
267
Regal Investment Advisors
Michigan
$254K
NHC
268
Nicholas Hoffman & Company
Georgia
$254K
NWMG
269
National Wealth Management Group
Ohio
$252K
SFC
270
Sprinkle Financial Consultants
Colorado
$248K
ECM
271
Evergreen Capital Management
Washington
$244K
GRP
272
Global Retirement Partners
California
$240K
HIS
273
Horizon Investment Services
Indiana
$239K
VFA
274
Valeo Financial Advisors
Indiana
$238K
Fisher Asset Management
275
Fisher Asset Management
Washington
$236K