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Schwab Fundamental US Small Company Index ETF

443 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
PIMG
251
Patriot Investment Management Group
Tennessee
$304K
JWCA
252
J.W. Cole Advisors
Florida
$303K
HR
253
Howe & Rusling
New York
$303K
CCG
254
Coastwise Capital Group
California
$301K
VT
255
Vise Technologies
New York
$296K
FCH
256
Freestone Capital Holdings
Washington
$293K
BIG
257
Brooklyn Investment Group
New York
$291K
SF
258
Symphony Financial
Texas
$286K
Truist Financial
259
Truist Financial
North Carolina
$284K
HIP
260
HUB Investment Partners
Texas
$282K
PCMC
261
Paragon Capital Management (Colorado)
Colorado
$281K
PCMK
262
Paragon Capital Management (Kansas)
Kansas
$280K
SEIA
263
Signature Estate & Investment Advisors
California
$280K
EFG
264
Ehrlich Financial Group
California
$280K
BCM
265
Brookstone Capital Management
Illinois
$279K
WT
266
Whittier Trust
California
$276K
MT
267
Midwest Trust
Kansas
$274K
OWM
268
OneAscent Wealth Management
Alabama
$272K
CAL
269
Capital Analysts LLC
Pennsylvania
$267K
AF
270
Allworth Financial
California
$259K
RIA
271
Regal Investment Advisors
Michigan
$254K
NHC
272
Nicholas Hoffman & Company
Georgia
$254K
NWMG
273
National Wealth Management Group
Ohio
$252K
SFC
274
Sprinkle Financial Consultants
Colorado
$248K
ECM
275
Evergreen Capital Management
Washington
$244K