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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
SHGA
276
Sand Hill Global Advisors
California
$252K
NFG
277
Nations Financial Group
Iowa
$247K
ECM
278
Evergreen Capital Management
Washington
$247K
ASN
279
Advisory Services Network
Georgia
$243K
UCFA
280
United Capital Financial Advisors
Texas
$243K
NWMG
281
National Wealth Management Group
Ohio
$242K
HIS
282
Horizon Investment Services
Indiana
$242K
VFA
283
Valeo Financial Advisors
Indiana
$241K
William Blair & Company
284
William Blair & Company
Illinois
$235K
MGIA
285
Moneta Group Investment Advisors
Missouri
$235K
W
286
WealthCollab
Washington
$233K
SFC
287
Sprinkle Financial Consultants
Colorado
$232K
BCM
288
Brookstone Capital Management
Illinois
$232K
CTWM
289
Cherry Tree Wealth Management
Minnesota
$231K
FFA
290
First Foundation Advisors
California
$231K
PP
291
Patten & Patten
Tennessee
$230K
KA
292
KLCM Advisors
Wisconsin
$227K
IDA
293
Intelligence Driven Advisers
California
$227K
MWM
294
Mission Wealth Management
California
$227K
IAN
295
Integrated Advisors Network
Texas
$225K
MFC
296
Morris Financial Concepts
South Carolina
$221K
WN
297
Williams & Novak
California
$221K
CAM
298
Clark Asset Management
New Hampshire
$221K
RF
299
RHS Financial
California
$219K
IWAO
300
Independence Wealth Advisors (Ohio)
Ohio
$214K