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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
HR
251
Howe & Rusling
New York
$303K
CCG
252
Coastwise Capital Group
California
$301K
VT
253
Vise Technologies
New York
$296K
FCH
254
Freestone Capital Holdings
Washington
$293K
BIG
255
Brooklyn Investment Group
New York
$291K
SF
256
Symphony Financial
Texas
$286K
Truist Financial
257
Truist Financial
North Carolina
$284K
HIP
258
HUB Investment Partners
Texas
$282K
PCMC
259
Paragon Capital Management (Colorado)
Colorado
$281K
PCMK
260
Paragon Capital Management (Kansas)
Kansas
$280K
SEIA
261
Signature Estate & Investment Advisors
California
$280K
EFG
262
Ehrlich Financial Group
California
$280K
BCM
263
Brookstone Capital Management
Illinois
$279K
WT
264
Whittier Trust
California
$276K
MT
265
Midwest Trust
Kansas
$274K
OWM
266
OneAscent Wealth Management
Alabama
$272K
CAL
267
Capital Analysts LLC
Pennsylvania
$267K
AF
268
Allworth Financial
California
$259K
RIA
269
Regal Investment Advisors
Michigan
$254K
NHC
270
Nicholas Hoffman & Company
Georgia
$254K
NWMG
271
National Wealth Management Group
Ohio
$252K
SFC
272
Sprinkle Financial Consultants
Colorado
$248K
ECM
273
Evergreen Capital Management
Washington
$244K
GRP
274
Global Retirement Partners
California
$240K
HIS
275
Horizon Investment Services
Indiana
$239K