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Schwab Fundamental US Small Company Index ETF

443 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
AT
326
Arlington Trust
Alabama
$91.3K
PMFA
327
Plante Moran Financial Advisors
Michigan
$89.6K
PS
328
Principal Securities
Iowa
$88K
MMCM
329
Murphy & Mullick Capital Management
New York
$85.9K
FRA
330
Front Row Advisors
California
$84.1K
IF
331
Integrity Financial
Wyoming
$84K
PAM
332
Palisade Asset Management
Minnesota
$79.7K
CIAS
333
CBIZ Investment Advisory Services
Ohio
$77.6K
FW
334
Fairway Wealth
Ohio
$76.8K
BBHC
335
Brown Brothers Harriman & Co
New York
$76.2K
VNA
336
Valley National Advisers
Pennsylvania
$76K
BFPW
337
BOK Financial Private Wealth
Colorado
$75.9K
AssetMark Inc
338
AssetMark Inc
California
$68.5K
EWA
339
Elevate Wealth Advisory
Georgia
$66.4K
UB
340
UMB Bank
Missouri
$59.2K
CJ
341
Caitlin John
Michigan
$56.3K
SPIA
342
Steward Partners Investment Advisory
New York
$55K
AAS
343
Ameritas Advisory Services
Nebraska
$52.5K
TCM
344
TruNorth Capital Management
Michigan
$50.4K
SIC
345
Salem Investment Counselors
North Carolina
$50.2K
POIA
346
Pin Oak Investment Advisors
Texas
$49.2K
BTI
347
Blue Trust Inc
Georgia
$48.9K
FWP
348
FAS Wealth Partners
Kansas
$47.2K
HI
349
Hoey Investments
Pennsylvania
$46.9K
QCG
350
Quadrant Capital Group
Ohio
$44.9K