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Schwab Fundamental US Small Company Index ETF

440 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
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
HSA
276
HBK Sorce Advisory
Pennsylvania
$236K
SHGA
277
Sand Hill Global Advisors
California
$236K
ASN
278
Advisory Services Network
Georgia
$235K
SSWM
279
Smith Salley Wealth Management
North Carolina
$234K
PAS
280
Park Avenue Securities
New York
$233K
CA
281
Continuum Advisory
Idaho
$231K
SIMG
282
Sonora Investment Management Group
Arizona
$229K
CTWM
283
Cherry Tree Wealth Management
Minnesota
$229K
PP
284
Patten & Patten
Tennessee
$227K
MFC
285
Morris Financial Concepts
South Carolina
$227K
MWM
286
Mission Wealth Management
California
$225K
Tudor Investment Corp
287
Tudor Investment Corp
Connecticut
$225K
William Blair & Company
288
William Blair & Company
Illinois
$224K
IAN
289
Integrated Advisors Network
Texas
$223K
CAM
290
Clark Asset Management
New Hampshire
$218K
WN
291
Williams & Novak
California
$218K
RF
292
RHS Financial
California
$217K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$217K
NP
294
NorthRock Partners
Minnesota
$214K
PFA
295
Pure Financial Advisors
California
$212K
FFA
296
First Foundation Advisors
California
$212K
OP
297
ORG Partners
Indiana
$211K
BAM
298
Bellevue Asset Management
Washington
$211K
AWM
299
Abound Wealth Management
Tennessee
$207K
IIA
300
Integral Investment Advisors
California
$205K