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Schwab Fundamental US Small Company Index ETF

421 hedge funds and large institutions have $6.47B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 151 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.3M
2 +$5.74M
3 +$5.09M
4
MWP
Moller Wealth Partners
+$4.58M
5
Goldman Sachs
Goldman Sachs
New York
+$4.47M

Top Sellers

1 -$529M
2 -$20.4M
3 -$17M
4
UBS Group
UBS Group
Switzerland
-$12.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$229K
277
$224K
278
$222K
279
$220K
280
$219K
281
$217K
282
$215K
283
$212K
284
$211K
285
$211K
286
$211K
287
$210K
288
$209K
289
$207K
290
$203K
291
$201K
292
$193K
293
$184K
294
$176K
295
$175K
296
$166K
297
$165K
298
$165K
299
$162K
300
$159K