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Schwab Fundamental US Small Company Index ETF

419 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
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
5.62%
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 %
BlackRock
301
BlackRock
New York
$149K +$45.2K +1,578 +43%
RTL
302
Red Tortoise LLC
Georgia
$136K +$1.49K +52 +1%
S
303
SignatureFD
Georgia
$136K -$258 -9 -0.2%
TCM
304
TD Capital Management
Tennessee
$135K +$344 +12 +0.3%
ST
305
Smithfield Trust
Pennsylvania
$135K
ACA
306
Aptus Capital Advisors
Alabama
$134K -$12.7K -444 -9%
KPP
307
Kings Path Partners
Texas
$131K -$1.72K -60 -1%
AAS
308
Ameritas Advisory Services
Nebraska
$128K +$128K +4,477 New
GWM
309
Geneos Wealth Management
Colorado
$120K -$76.7K -2,678 -39%
AAP
310
Arax Advisory Partners
Colorado
$116K +$431 +1 +0.4%
CAL
311
Capital Analysts LLC
Pennsylvania
$110K +$86 +3 +0.1%
JHCP
312
Jackson Hole Capital Partners
Oklahoma
$108K
AWM
313
AE Wealth Management
Kansas
$101K -$20.7K -724 -17%
FRA
314
Front Row Advisors
California
$84.8K -$14.9K -520 -15%
AT
315
Arlington Trust
Alabama
$83.9K
PMFA
316
Plante Moran Financial Advisors
Michigan
$82.3K
PS
317
Principal Securities
Iowa
$81.6K -$16.7K -584 -17%
MMCM
318
Murphy & Mullick Capital Management
New York
$80.5K
VNA
319
Valley National Advisers
Pennsylvania
$79K
IF
320
Integrity Financial
Wyoming
$77.2K
SIS
321
Sound Income Strategies
Florida
$72.1K -$81.5K -2,844 -53%
CIAS
322
CBIZ Investment Advisory Services
Ohio
$71.3K
BBHC
323
Brown Brothers Harriman & Co
New York
$71.1K +$26.6K +928 +60%
FW
324
Fairway Wealth
Ohio
$70.7K -$4.87K -170 -6%
BFPW
325
BOK Financial Private Wealth
Colorado
$69.8K