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Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
AF
301
Advisornet Financial
Minnesota
$187K
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
US Bancorp
303
US Bancorp
Minnesota
$179K
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$178K
MA
305
MCF Advisors
Kentucky
$178K
NA
306
NewEdge Advisors
Louisiana
$173K
DFA
307
DHJJ Financial Advisors
Illinois
$169K
Wells Fargo
308
Wells Fargo
California
$168K
WANY
309
Wealthspire Advisors (New York)
New York
$154K
S
310
SignatureFD
Georgia
$150K
RTL
311
Red Tortoise LLC
Georgia
$149K
ACA
312
Aptus Capital Advisors
Alabama
$148K
ST
313
Smithfield Trust
Pennsylvania
$148K
TCM
314
TD Capital Management
Tennessee
$147K
KFA
315
Kelleher Financial Advisors
New York
$135K
NWM
316
Navigoe Wealth Management
California
$134K
GWM
317
Geneos Wealth Management
Colorado
$130K
JHCP
318
Jackson Hole Capital Partners
Oklahoma
$118K
AWM
319
AE Wealth Management
Kansas
$111K
AT
320
Arlington Trust
Alabama
$91.3K
PMFA
321
Plante Moran Financial Advisors
Michigan
$89.6K
PS
322
Principal Securities
Iowa
$88K
MMCM
323
Murphy & Mullick Capital Management
New York
$85.9K
FRA
324
Front Row Advisors
California
$84.1K
IF
325
Integrity Financial
Wyoming
$84K