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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
276
Global Retirement Partners
California
$219K +$219K +7,643 New
SHGA
277
Sand Hill Global Advisors
California
$217K
SSWM
278
Smith Salley Wealth Management
North Carolina
$215K -$11.5K -400 -5%
PCM
279
Pennsylvania Capital Management
Pennsylvania
$212K -$196K -6,855 -48%
IAN
280
Integrated Advisors Network
Texas
$211K +$86 +3 +0%
PP
281
Patten & Patten
Tennessee
$211K -$1.78K -62 -0.8%
MWM
282
Mission Wealth Management
California
$211K +$211K +7,353 New
CTWM
283
Cherry Tree Wealth Management
Minnesota
$210K
SIMG
284
Sonora Investment Management Group
Arizona
$209K -$37.8K -1,319 -15%
IPWA
285
International Private Wealth Advisors
California
$207K -$3.24K -113 -2%
OP
286
ORG Partners
Indiana
$203K -$6.28K -215 -3%
WN
287
Williams & Novak
California
$201K +$201K +7,000 New
NP
288
NorthRock Partners
Minnesota
$196K -$577K -20,132 -75%
BAM
289
Bellevue Asset Management
Washington
$193K -$774 -27 -0.4%
MFC
290
Morris Financial Concepts
South Carolina
$184K -$40.9K -1,428 -18%
US Bancorp
291
US Bancorp
Minnesota
$176K +$3.93K +137 +2%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$175K -$24.1K -842 -12%
AF
293
Allworth Financial
California
$166K -$54.6K -1,904 -25%
AF
294
Advisornet Financial
Minnesota
$165K -$177K -6,191 -52%
JFGIW
295
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K +$516 +18 +0.3%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$162K -$92.3K -3,210 -36%
NA
297
NewEdge Advisors
Louisiana
$159K +$33K +1,152 +26%
DFA
298
DHJJ Financial Advisors
Illinois
$156K +$43.4K +1,515 +38%
MA
299
MCF Advisors
Kentucky
$152K -$6.25K -218 -4%
BlackRock
300
BlackRock
New York
$149K +$45.2K +1,578 +43%