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Schwab Fundamental US Small Company Index ETF

443 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, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
GRP
276
Global Retirement Partners
California
$240K
HIS
277
Horizon Investment Services
Indiana
$239K
VFA
278
Valeo Financial Advisors
Indiana
$238K
Fisher Asset Management
279
Fisher Asset Management
Washington
$236K
HSA
280
HBK Sorce Advisory
Pennsylvania
$236K
SHGA
281
Sand Hill Global Advisors
California
$236K
ASN
282
Advisory Services Network
Georgia
$235K
SSWM
283
Smith Salley Wealth Management
North Carolina
$234K
PAS
284
Park Avenue Securities
New York
$233K
CA
285
Continuum Advisory
Idaho
$231K
SIMG
286
Sonora Investment Management Group
Arizona
$229K
CTWM
287
Cherry Tree Wealth Management
Minnesota
$229K
PP
288
Patten & Patten
Tennessee
$227K
MFC
289
Morris Financial Concepts
South Carolina
$227K
MWM
290
Mission Wealth Management
California
$225K
Tudor Investment Corp
291
Tudor Investment Corp
Connecticut
$225K
William Blair & Company
292
William Blair & Company
Illinois
$224K
IAN
293
Integrated Advisors Network
Texas
$223K
CAM
294
Clark Asset Management
New Hampshire
$218K
WN
295
Williams & Novak
California
$218K
RF
296
RHS Financial
California
$217K
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$217K
NP
298
NorthRock Partners
Minnesota
$214K
PFA
299
Pure Financial Advisors
California
$212K
FFA
300
First Foundation Advisors
California
$212K