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Schwab Fundamental US Small Company Index ETF

419 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
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
5.62%
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 %
HIS
276
Horizon Investment Services
Indiana
$220K -$103K -3,592 -32%
GRP
277
Global Retirement Partners
California
$219K +$219K +7,643 New
SHGA
278
Sand Hill Global Advisors
California
$217K
SSWM
279
Smith Salley Wealth Management
North Carolina
$215K -$11.5K -400 -5%
PCM
280
Pennsylvania Capital Management
Pennsylvania
$212K -$196K -6,855 -48%
IAN
281
Integrated Advisors Network
Texas
$211K +$86 +3 +0%
PP
282
Patten & Patten
Tennessee
$211K -$1.78K -62 -0.8%
MWM
283
Mission Wealth Management
California
$211K +$211K +7,353 New
CTWM
284
Cherry Tree Wealth Management
Minnesota
$210K
SIMG
285
Sonora Investment Management Group
Arizona
$209K -$37.8K -1,319 -15%
IPWA
286
International Private Wealth Advisors
California
$207K -$3.24K -113 -2%
OP
287
ORG Partners
Indiana
$203K -$6.28K -215 -3%
WN
288
Williams & Novak
California
$201K +$201K +7,000 New
NP
289
NorthRock Partners
Minnesota
$196K -$577K -20,132 -75%
BAM
290
Bellevue Asset Management
Washington
$193K -$774 -27 -0.4%
MFC
291
Morris Financial Concepts
South Carolina
$184K -$40.9K -1,428 -18%
US Bancorp
292
US Bancorp
Minnesota
$176K +$3.93K +137 +2%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$175K -$24.1K -842 -12%
AF
294
Allworth Financial
California
$166K -$54.6K -1,904 -25%
AF
295
Advisornet Financial
Minnesota
$165K -$177K -6,191 -52%
JFGIW
296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K +$516 +18 +0.3%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$162K -$92.3K -3,210 -36%
NA
298
NewEdge Advisors
Louisiana
$159K +$33K +1,152 +26%
DFA
299
DHJJ Financial Advisors
Illinois
$156K +$43.4K +1,515 +38%
MA
300
MCF Advisors
Kentucky
$152K -$6.25K -218 -4%