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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
VFA
276
Valeo Financial Advisors
Indiana
$238K
Fisher Asset Management
277
Fisher Asset Management
Washington
$236K
HSA
278
HBK Sorce Advisory
Pennsylvania
$236K
SHGA
279
Sand Hill Global Advisors
California
$236K
ASN
280
Advisory Services Network
Georgia
$235K
SSWM
281
Smith Salley Wealth Management
North Carolina
$234K
PAS
282
Park Avenue Securities
New York
$233K
CA
283
Continuum Advisory
Idaho
$231K
SIMG
284
Sonora Investment Management Group
Arizona
$229K
CTWM
285
Cherry Tree Wealth Management
Minnesota
$229K
PP
286
Patten & Patten
Tennessee
$227K
MFC
287
Morris Financial Concepts
South Carolina
$227K
MWM
288
Mission Wealth Management
California
$225K
Tudor Investment Corp
289
Tudor Investment Corp
Connecticut
$225K
William Blair & Company
290
William Blair & Company
Illinois
$224K
IAN
291
Integrated Advisors Network
Texas
$223K
CAM
292
Clark Asset Management
New Hampshire
$218K
WN
293
Williams & Novak
California
$218K
RF
294
RHS Financial
California
$217K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$217K
NP
296
NorthRock Partners
Minnesota
$214K
PFA
297
Pure Financial Advisors
California
$212K
FFA
298
First Foundation Advisors
California
$212K
OP
299
ORG Partners
Indiana
$211K
BAM
300
Bellevue Asset Management
Washington
$211K