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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
301
Red Tortoise LLC
Georgia
$136K +$1.49K +52 +1%
S
302
SignatureFD
Georgia
$136K -$258 -9 -0.2%
TCM
303
TD Capital Management
Tennessee
$135K +$344 +12 +0.3%
ST
304
Smithfield Trust
Pennsylvania
$135K
ACA
305
Aptus Capital Advisors
Alabama
$134K -$12.7K -444 -9%
KPP
306
Kings Path Partners
Texas
$131K -$1.72K -60 -1%
AAS
307
Ameritas Advisory Services
Nebraska
$128K +$128K +4,477 New
GWM
308
Geneos Wealth Management
Colorado
$120K -$76.7K -2,678 -39%
AAP
309
Arax Advisory Partners
Colorado
$116K +$431 +1 +0.4%
CAL
310
Capital Analysts LLC
Pennsylvania
$110K +$86 +3 +0.1%
JHCP
311
Jackson Hole Capital Partners
Oklahoma
$108K
AWM
312
AE Wealth Management
Kansas
$101K -$20.7K -724 -17%
FRA
313
Front Row Advisors
California
$84.8K -$14.9K -520 -15%
AT
314
Arlington Trust
Alabama
$83.9K
PMFA
315
Plante Moran Financial Advisors
Michigan
$82.3K
PS
316
Principal Securities
Iowa
$81.6K -$16.7K -584 -17%
MMCM
317
Murphy & Mullick Capital Management
New York
$80.5K
VNA
318
Valley National Advisers
Pennsylvania
$79K
IF
319
Integrity Financial
Wyoming
$77.2K
SIS
320
Sound Income Strategies
Florida
$72.1K -$81.5K -2,844 -53%
CIAS
321
CBIZ Investment Advisory Services
Ohio
$71.3K
BBHC
322
Brown Brothers Harriman & Co
New York
$71.1K +$26.6K +928 +60%
FW
323
Fairway Wealth
Ohio
$70.7K -$4.87K -170 -6%
BFPW
324
BOK Financial Private Wealth
Colorado
$69.8K
EWA
325
Elevate Wealth Advisory
Georgia
$61.1K