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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
OWM
276
OneAscent Wealth Management
Alabama
$259K
CA
277
CoreCap Advisors
Michigan
$258K
Truist Financial
278
Truist Financial
North Carolina
$256K
SEIA
279
Signature Estate & Investment Advisors
California
$256K
CA
280
Continuum Advisory
Idaho
$255K
SHGA
281
Sand Hill Global Advisors
California
$252K
NFG
282
Nations Financial Group
Iowa
$247K
ECM
283
Evergreen Capital Management
Washington
$247K
ASN
284
Advisory Services Network
Georgia
$243K
UCFA
285
United Capital Financial Advisors
Texas
$243K
NWMG
286
National Wealth Management Group
Ohio
$242K
HIS
287
Horizon Investment Services
Indiana
$242K
VFA
288
Valeo Financial Advisors
Indiana
$241K
William Blair & Company
289
William Blair & Company
Illinois
$235K
MGIA
290
Moneta Group Investment Advisors
Missouri
$235K
W
291
WealthCollab
Washington
$233K
SFC
292
Sprinkle Financial Consultants
Colorado
$232K
BCM
293
Brookstone Capital Management
Illinois
$232K
CTWM
294
Cherry Tree Wealth Management
Minnesota
$231K
FFA
295
First Foundation Advisors
California
$231K
PP
296
Patten & Patten
Tennessee
$230K
KA
297
KLCM Advisors
Wisconsin
$227K
IDA
298
Intelligence Driven Advisers
California
$227K
MWM
299
Mission Wealth Management
California
$227K
IAN
300
Integrated Advisors Network
Texas
$225K