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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
301
BlackRock
New York
$149K
RTL
302
Red Tortoise LLC
Georgia
$136K
S
303
SignatureFD
Georgia
$136K
TCM
304
TD Capital Management
Tennessee
$135K
ST
305
Smithfield Trust
Pennsylvania
$135K
ACA
306
Aptus Capital Advisors
Alabama
$134K
KPP
307
Kings Path Partners
Texas
$131K
AAS
308
Ameritas Advisory Services
Nebraska
$128K
GWM
309
Geneos Wealth Management
Colorado
$120K
AAP
310
Arax Advisory Partners
Colorado
$116K
CAL
311
Capital Analysts LLC
Pennsylvania
$110K
JHCP
312
Jackson Hole Capital Partners
Oklahoma
$108K
AWM
313
AE Wealth Management
Kansas
$101K
FRA
314
Front Row Advisors
California
$84.8K
AT
315
Arlington Trust
Alabama
$83.9K
PMFA
316
Plante Moran Financial Advisors
Michigan
$82.3K
PS
317
Principal Securities
Iowa
$81.6K
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
CIAS
322
CBIZ Investment Advisory Services
Ohio
$71.3K
BBHC
323
Brown Brothers Harriman & Co
New York
$71.1K
FW
324
Fairway Wealth
Ohio
$70.7K
BFPW
325
BOK Financial Private Wealth
Colorado
$69.8K