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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
AWM
301
Abound Wealth Management
Tennessee
$207K
IIA
302
Integral Investment Advisors
California
$205K
CAI
303
Capital Advisors Inc
Oklahoma
$200K
RFP
304
Root Financial Partners
California
$197K
AF
305
Advisornet Financial
Minnesota
$187K
JFGIW
306
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
US Bancorp
307
US Bancorp
Minnesota
$179K
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$178K
MA
309
MCF Advisors
Kentucky
$178K
NA
310
NewEdge Advisors
Louisiana
$173K
DFA
311
DHJJ Financial Advisors
Illinois
$169K
Wells Fargo
312
Wells Fargo
California
$168K
WANY
313
Wealthspire Advisors (New York)
New York
$154K
S
314
SignatureFD
Georgia
$150K
RTL
315
Red Tortoise LLC
Georgia
$149K
ACA
316
Aptus Capital Advisors
Alabama
$148K
ST
317
Smithfield Trust
Pennsylvania
$148K
TCM
318
TD Capital Management
Tennessee
$147K
KFA
319
Kelleher Financial Advisors
New York
$135K
NWM
320
Navigoe Wealth Management
California
$134K
GWM
321
Geneos Wealth Management
Colorado
$130K
JHCP
322
Jackson Hole Capital Partners
Oklahoma
$118K
AWM
323
AE Wealth Management
Kansas
$111K
AT
324
Arlington Trust
Alabama
$91.3K
PMFA
325
Plante Moran Financial Advisors
Michigan
$89.6K