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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
326
BOK Financial Private Wealth
Colorado
$69.8K
EWA
327
Elevate Wealth Advisory
Georgia
$61.1K
AssetMark Inc
328
AssetMark Inc
California
$59.5K
GGI
329
Godsey & Gibb Inc
Virginia
$55.1K
UB
330
UMB Bank
Missouri
$54.4K
SPIA
331
Steward Partners Investment Advisory
New York
$50.5K
PK
332
Pflug Koory
Nebraska
$48.6K
TCM
333
TruNorth Capital Management
Michigan
$46.3K
SIC
334
Salem Investment Counselors
North Carolina
$46.1K
FWP
335
FAS Wealth Partners
Kansas
$43.3K
HI
336
Hoey Investments
Pennsylvania
$43.1K
POIA
337
Pin Oak Investment Advisors
Texas
$43K
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.8K
LIA
339
Luken Investment Analytics
Tennessee
$38.3K
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$37.4K
SFC
341
SYM Financial Corp
Indiana
$36.3K
SRCM
342
Signature Resources Capital Management
California
$35.3K
AUB
343
Atlantic Union Bankshares
Virginia
$34.8K
CFD
344
Creative Financial Designs
Indiana
$32.4K
IHWM
345
Iron Horse Wealth Management
Iowa
$31.3K
FP
346
Financial Perspectives
Minnesota
$31.2K
Citigroup
347
Citigroup
New York
$30.5K
SL
348
Salomon & Ludwin
Virginia
$29K
BCWM
349
Bartlett & Co Wealth Management
Ohio
$27.8K
BA
350
Bristlecone Advisors
Washington
$26.3K