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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
KAS
251
Kestra Advisory Services
Texas
$335K
E
252
EntreWealth
Texas
$333K
CA
253
Clune & Associates
Illinois
$327K
IAA
254
Independent Advisor Alliance
North Carolina
$326K
CA
255
Clearstead Advisors
Ohio
$321K
AF
256
Allworth Financial
California
$320K
HIP
257
HUB Investment Partners
Texas
$313K
TPI
258
Trust Point Inc
Wisconsin
$311K
CCG
259
Coastwise Capital Group
California
$306K
PAW
260
Plan A Wealth
Nebraska
$305K
WT
261
Whittier Trust
California
$289K
SF
262
Symphony Financial
Texas
$289K
PCMK
263
Paragon Capital Management (Kansas)
Kansas
$285K
PCMC
264
Paragon Capital Management (Colorado)
Colorado
$284K
EFG
265
Ehrlich Financial Group
California
$283K
Fisher Asset Management
266
Fisher Asset Management
Washington
$279K
MT
267
Midwest Trust
Kansas
$277K
HR
268
Howe & Rusling
New York
$277K
FCH
269
Freestone Capital Holdings
Washington
$273K
NHC
270
Nicholas Hoffman & Company
Georgia
$272K
PIMG
271
Patriot Investment Management Group
Tennessee
$270K
SSWM
272
Smith Salley Wealth Management
North Carolina
$262K
RIA
273
Regal Investment Advisors
Michigan
$261K
JAG
274
Journey Advisory Group
Kentucky
$260K
USCWA
275
U.S. Capital Wealth Advisors
Texas
$260K