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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
AF
251
Allworth Financial
California
$320K
HIP
252
HUB Investment Partners
Texas
$313K
TPI
253
Trust Point Inc
Wisconsin
$311K
CCG
254
Coastwise Capital Group
California
$306K
PAW
255
Plan A Wealth
Nebraska
$305K
WT
256
Whittier Trust
California
$289K
SF
257
Symphony Financial
Texas
$289K
PCMK
258
Paragon Capital Management (Kansas)
Kansas
$285K
PCMC
259
Paragon Capital Management (Colorado)
Colorado
$284K
EFG
260
Ehrlich Financial Group
California
$283K
Fisher Asset Management
261
Fisher Asset Management
Washington
$279K
MT
262
Midwest Trust
Kansas
$277K
HR
263
Howe & Rusling
New York
$277K
FCH
264
Freestone Capital Holdings
Washington
$273K
NHC
265
Nicholas Hoffman & Company
Georgia
$272K
PIMG
266
Patriot Investment Management Group
Tennessee
$270K
SSWM
267
Smith Salley Wealth Management
North Carolina
$262K
RIA
268
Regal Investment Advisors
Michigan
$261K
JAG
269
Journey Advisory Group
Kentucky
$260K
USCWA
270
U.S. Capital Wealth Advisors
Texas
$260K
OWM
271
OneAscent Wealth Management
Alabama
$259K
CA
272
CoreCap Advisors
Michigan
$258K
Truist Financial
273
Truist Financial
North Carolina
$256K
SEIA
274
Signature Estate & Investment Advisors
California
$256K
CA
275
Continuum Advisory
Idaho
$255K