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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
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
BAM
301
Bellevue Asset Management
Washington
$214K
OP
302
ORG Partners
Indiana
$213K
AWM
303
Abound Wealth Management
Tennessee
$212K
CAL
304
Capital Analysts LLC
Pennsylvania
$210K
PAS
305
Park Avenue Securities
New York
$209K
IIA
306
Integral Investment Advisors
California
$208K
PA
307
Parallel Advisors
California
$203K
MWM
308
MBE Wealth Management
Wisconsin
$202K
BIG
309
Brooklyn Investment Group
New York
$202K
AFP
310
Arnold Financial Planning
Iowa
$200K
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$199K
US Bancorp
312
US Bancorp
Minnesota
$181K
MA
313
MCF Advisors
Kentucky
$179K
LGWM
314
Litman Gregory Wealth Management
California
$179K
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K
DFA
316
DHJJ Financial Advisors
Illinois
$171K
AF
317
Advisornet Financial
Minnesota
$163K
AWM
318
AE Wealth Management
Kansas
$162K
S
319
SignatureFD
Georgia
$151K
TCM
320
TD Capital Management
Tennessee
$150K
ST
321
Smithfield Trust
Pennsylvania
$149K
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$145K
AssetMark Inc
323
AssetMark Inc
California
$142K
VWM
324
Vermillion Wealth Management
Minnesota
$138K
KFA
325
Kelleher Financial Advisors
New York
$136K