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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B 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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
326
AssetMark Inc
California
$59.5K +$26.9K +938 +82%
GGI
327
Godsey & Gibb Inc
Virginia
$55.1K +$55.1K +1,924 New
UB
328
UMB Bank
Missouri
$54.4K
SPIA
329
Steward Partners Investment Advisory
New York
$50.5K -$659 -23 -1%
PK
330
Pflug Koory
Nebraska
$48.6K +$48.6K +1,698 New
TCM
331
TruNorth Capital Management
Michigan
$46.3K
SIC
332
Salem Investment Counselors
North Carolina
$46.1K -$17.4K -608 -27%
FWP
333
FAS Wealth Partners
Kansas
$43.3K +$86 +3 +0.2%
HI
334
Hoey Investments
Pennsylvania
$43.1K +$43.1K +1,504 New
POIA
335
Pin Oak Investment Advisors
Texas
$43K +$43K +1,596 New
BCMLT
336
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.8K
LIA
337
Luken Investment Analytics
Tennessee
$38.3K
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$37.4K -$8.42K -294 -18%
SFC
339
SYM Financial Corp
Indiana
$36.3K +$36.3K +1,268 New
SRCM
340
Signature Resources Capital Management
California
$35.3K
AUB
341
Atlantic Union Bankshares
Virginia
$34.8K +$34.8K +1,216 New
CFD
342
Creative Financial Designs
Indiana
$32.4K -$1.95K -68 -6%
IHWM
343
Iron Horse Wealth Management
Iowa
$31.3K
FP
344
Financial Perspectives
Minnesota
$31.2K
Citigroup
345
Citigroup
New York
$30.5K -$115 -4 -0.4%
SL
346
Salomon & Ludwin
Virginia
$29K +$15.3K +516 +111%
BCWM
347
Bartlett & Co Wealth Management
Ohio
$27.8K -$615K -21,454 -96%
BA
348
Bristlecone Advisors
Washington
$26.3K +$57 +2 +0.2%
HPIA
349
Hamilton Point Investment Advisors
North Carolina
$24.1K
PS
350
Pinney & Scofield
Massachusetts
$21.8K +$57 +2 +0.3%