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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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
EWA
326
Elevate Wealth Advisory
Georgia
$61.1K
AssetMark Inc
327
AssetMark Inc
California
$59.5K
GGI
328
Godsey & Gibb Inc
Virginia
$55.1K
UB
329
UMB Bank
Missouri
$54.4K
SPIA
330
Steward Partners Investment Advisory
New York
$50.5K
PK
331
Pflug Koory
Nebraska
$48.6K
TCM
332
TruNorth Capital Management
Michigan
$46.3K
SIC
333
Salem Investment Counselors
North Carolina
$46.1K
FWP
334
FAS Wealth Partners
Kansas
$43.3K
HI
335
Hoey Investments
Pennsylvania
$43.1K
POIA
336
Pin Oak Investment Advisors
Texas
$43K
BCMLT
337
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.8K
LIA
338
Luken Investment Analytics
Tennessee
$38.3K
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$37.4K
SFC
340
SYM Financial Corp
Indiana
$36.3K
SRCM
341
Signature Resources Capital Management
California
$35.3K
AUB
342
Atlantic Union Bankshares
Virginia
$34.8K
CFD
343
Creative Financial Designs
Indiana
$32.4K
IHWM
344
Iron Horse Wealth Management
Iowa
$31.3K
FP
345
Financial Perspectives
Minnesota
$31.2K
Citigroup
346
Citigroup
New York
$30.5K
SL
347
Salomon & Ludwin
Virginia
$29K
BCWM
348
Bartlett & Co Wealth Management
Ohio
$27.8K
BA
349
Bristlecone Advisors
Washington
$26.3K
HPIA
350
Hamilton Point Investment Advisors
North Carolina
$24.1K