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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
276
Exchange Capital Management
Michigan
$222K
HIS
277
Horizon Investment Services
Indiana
$220K
GRP
278
Global Retirement Partners
California
$219K
SHGA
279
Sand Hill Global Advisors
California
$217K
SSWM
280
Smith Salley Wealth Management
North Carolina
$215K
PCM
281
Pennsylvania Capital Management
Pennsylvania
$212K
IAN
282
Integrated Advisors Network
Texas
$211K
PP
283
Patten & Patten
Tennessee
$211K
MWM
284
Mission Wealth Management
California
$211K
CTWM
285
Cherry Tree Wealth Management
Minnesota
$210K
SIMG
286
Sonora Investment Management Group
Arizona
$209K
IPWA
287
International Private Wealth Advisors
California
$207K
OP
288
ORG Partners
Indiana
$203K
WN
289
Williams & Novak
California
$201K
BAM
290
Bellevue Asset Management
Washington
$193K
MFC
291
Morris Financial Concepts
South Carolina
$184K
US Bancorp
292
US Bancorp
Minnesota
$176K
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$175K
AF
294
Allworth Financial
California
$166K
AF
295
Advisornet Financial
Minnesota
$165K
JFGIW
296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$162K
NA
298
NewEdge Advisors
Louisiana
$159K
DFA
299
DHJJ Financial Advisors
Illinois
$156K
MA
300
MCF Advisors
Kentucky
$152K