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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
NWM
326
Navigoe Wealth Management
California
$135K
AAP
327
Arax Advisory Partners
Colorado
$135K
ACA
328
Aptus Capital Advisors
Alabama
$134K
RTL
329
Red Tortoise LLC
Georgia
$132K
AA
330
Ancora Advisors
Ohio
$129K
BBHC
331
Brown Brothers Harriman & Co
New York
$128K
GWM
332
Geneos Wealth Management
Colorado
$127K
JHCP
333
Jackson Hole Capital Partners
Oklahoma
$119K
PWAM
334
Private Wealth Asset Management
Iowa
$105K
Wells Fargo
335
Wells Fargo
California
$94K
AT
336
Arlington Trust
Alabama
$92.3K
PMFA
337
Plante Moran Financial Advisors
Michigan
$90.6K
MMCM
338
Murphy & Mullick Capital Management
New York
$86.8K
FRA
339
Front Row Advisors
California
$85.1K
IF
340
Integrity Financial
Wyoming
$85K
CIAS
341
CBIZ Investment Advisory Services
Ohio
$78.5K
FW
342
Fairway Wealth
Ohio
$77.7K
CFD
343
Creative Financial Designs
Indiana
$77.2K
BFPW
344
BOK Financial Private Wealth
Colorado
$76.8K
EWA
345
Elevate Wealth Advisory
Georgia
$67.2K
AWM
346
Activest Wealth Management
Florida
$66.9K
Franklin Resources
347
Franklin Resources
California
$64.9K
VNA
348
Valley National Advisers
Pennsylvania
$62K
UB
349
UMB Bank
Missouri
$59.9K
KCM
350
Key Capital Management
Tennessee
$59.2K