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Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
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
PAM
326
Palisade Asset Management
Minnesota
$79.7K
CIAS
327
CBIZ Investment Advisory Services
Ohio
$77.6K
FW
328
Fairway Wealth
Ohio
$76.8K
BBHC
329
Brown Brothers Harriman & Co
New York
$76.2K
VNA
330
Valley National Advisers
Pennsylvania
$76K
BFPW
331
BOK Financial Private Wealth
Colorado
$75.9K
AssetMark Inc
332
AssetMark Inc
California
$68.5K
EWA
333
Elevate Wealth Advisory
Georgia
$66.4K
UB
334
UMB Bank
Missouri
$59.2K
CJ
335
Caitlin John
Michigan
$56.3K
SPIA
336
Steward Partners Investment Advisory
New York
$55K
AAS
337
Ameritas Advisory Services
Nebraska
$52.5K
TCM
338
TruNorth Capital Management
Michigan
$50.4K
SIC
339
Salem Investment Counselors
North Carolina
$50.2K
POIA
340
Pin Oak Investment Advisors
Texas
$49.2K
BTI
341
Blue Trust Inc
Georgia
$48.9K
FWP
342
FAS Wealth Partners
Kansas
$47.2K
HI
343
Hoey Investments
Pennsylvania
$46.9K
QCG
344
Quadrant Capital Group
Ohio
$44.9K
SRCM
345
Signature Resources Capital Management
California
$43.8K
LIA
346
Luken Investment Analytics
Tennessee
$41.6K
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$40.6K
PP
348
PFS Partners
New Jersey
$38.5K
TCM
349
Triumph Capital Management
Colorado
$37.8K
BCWM
350
Bartlett & Co Wealth Management
Ohio
$36K