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Schwab Fundamental US Small Company Index ETF

442 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, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
PMFA
326
Plante Moran Financial Advisors
Michigan
$89.6K
PS
327
Principal Securities
Iowa
$88K
MMCM
328
Murphy & Mullick Capital Management
New York
$85.9K
FRA
329
Front Row Advisors
California
$84.1K
IF
330
Integrity Financial
Wyoming
$84K
PAM
331
Palisade Asset Management
Minnesota
$79.7K
CIAS
332
CBIZ Investment Advisory Services
Ohio
$77.6K
FW
333
Fairway Wealth
Ohio
$76.8K
BBHC
334
Brown Brothers Harriman & Co
New York
$76.2K
VNA
335
Valley National Advisers
Pennsylvania
$76K
BFPW
336
BOK Financial Private Wealth
Colorado
$75.9K
AssetMark Inc
337
AssetMark Inc
California
$68.5K
EWA
338
Elevate Wealth Advisory
Georgia
$66.4K
UB
339
UMB Bank
Missouri
$59.2K
CJ
340
Caitlin John
Michigan
$56.3K
SPIA
341
Steward Partners Investment Advisory
New York
$55K
AAS
342
Ameritas Advisory Services
Nebraska
$52.5K
TCM
343
TruNorth Capital Management
Michigan
$50.4K
SIC
344
Salem Investment Counselors
North Carolina
$50.2K
POIA
345
Pin Oak Investment Advisors
Texas
$49.2K
BTI
346
Blue Trust Inc
Georgia
$48.9K
FWP
347
FAS Wealth Partners
Kansas
$47.2K
HI
348
Hoey Investments
Pennsylvania
$46.9K
QCG
349
Quadrant Capital Group
Ohio
$44.9K
SRCM
350
Signature Resources Capital Management
California
$43.8K