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Schwab Fundamental US Small Company Index ETF

442 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
HIS
276
Horizon Investment Services
Indiana
$239K
VFA
277
Valeo Financial Advisors
Indiana
$238K
Fisher Asset Management
278
Fisher Asset Management
Washington
$236K
HSA
279
HBK Sorce Advisory
Pennsylvania
$236K
SHGA
280
Sand Hill Global Advisors
California
$236K
ASN
281
Advisory Services Network
Georgia
$235K
SSWM
282
Smith Salley Wealth Management
North Carolina
$234K
PAS
283
Park Avenue Securities
New York
$233K
CA
284
Continuum Advisory
Idaho
$231K
SIMG
285
Sonora Investment Management Group
Arizona
$229K
CTWM
286
Cherry Tree Wealth Management
Minnesota
$229K
PP
287
Patten & Patten
Tennessee
$227K
MFC
288
Morris Financial Concepts
South Carolina
$227K
MWM
289
Mission Wealth Management
California
$225K
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
$225K
William Blair & Company
291
William Blair & Company
Illinois
$224K
IAN
292
Integrated Advisors Network
Texas
$223K
CAM
293
Clark Asset Management
New Hampshire
$218K
WN
294
Williams & Novak
California
$218K
RF
295
RHS Financial
California
$217K
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$217K
NP
297
NorthRock Partners
Minnesota
$214K
PFA
298
Pure Financial Advisors
California
$212K
FFA
299
First Foundation Advisors
California
$212K
OP
300
ORG Partners
Indiana
$211K