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Schwab Fundamental US Small Company Index ETF

442 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, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
JWCA
251
J.W. Cole Advisors
Florida
$303K
HR
252
Howe & Rusling
New York
$303K
CCG
253
Coastwise Capital Group
California
$301K
VT
254
Vise Technologies
New York
$296K
FCH
255
Freestone Capital Holdings
Washington
$293K
BIG
256
Brooklyn Investment Group
New York
$291K
SF
257
Symphony Financial
Texas
$286K
Truist Financial
258
Truist Financial
North Carolina
$284K
HIP
259
HUB Investment Partners
Texas
$282K
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$281K
PCMK
261
Paragon Capital Management (Kansas)
Kansas
$280K
SEIA
262
Signature Estate & Investment Advisors
California
$280K
EFG
263
Ehrlich Financial Group
California
$280K
BCM
264
Brookstone Capital Management
Illinois
$279K
WT
265
Whittier Trust
California
$276K
MT
266
Midwest Trust
Kansas
$274K
OWM
267
OneAscent Wealth Management
Alabama
$272K
CAL
268
Capital Analysts LLC
Pennsylvania
$267K
AF
269
Allworth Financial
California
$259K
RIA
270
Regal Investment Advisors
Michigan
$254K
NHC
271
Nicholas Hoffman & Company
Georgia
$254K
NWMG
272
National Wealth Management Group
Ohio
$252K
SFC
273
Sprinkle Financial Consultants
Colorado
$248K
ECM
274
Evergreen Capital Management
Washington
$244K
GRP
275
Global Retirement Partners
California
$240K