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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
MFC
301
Morris Financial Concepts
South Carolina
$221K
WN
302
Williams & Novak
California
$221K
CAM
303
Clark Asset Management
New Hampshire
$221K
RF
304
RHS Financial
California
$219K
IWAO
305
Independence Wealth Advisors (Ohio)
Ohio
$214K
BAM
306
Bellevue Asset Management
Washington
$214K
OP
307
ORG Partners
Indiana
$213K
AWM
308
Abound Wealth Management
Tennessee
$212K
CAL
309
Capital Analysts LLC
Pennsylvania
$210K
PAS
310
Park Avenue Securities
New York
$209K
IIA
311
Integral Investment Advisors
California
$208K
PA
312
Parallel Advisors
California
$203K
MWM
313
MBE Wealth Management
Wisconsin
$202K
BIG
314
Brooklyn Investment Group
New York
$202K
AFP
315
Arnold Financial Planning
Iowa
$200K
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$199K
US Bancorp
317
US Bancorp
Minnesota
$181K
MA
318
MCF Advisors
Kentucky
$179K
LGWM
319
Litman Gregory Wealth Management
California
$179K
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K
DFA
321
DHJJ Financial Advisors
Illinois
$171K
AF
322
Advisornet Financial
Minnesota
$163K
AWM
323
AE Wealth Management
Kansas
$162K
S
324
SignatureFD
Georgia
$151K
TCM
325
TD Capital Management
Tennessee
$150K