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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
PS
326
Principal Securities
Iowa
$88K
MMCM
327
Murphy & Mullick Capital Management
New York
$85.9K
FRA
328
Front Row Advisors
California
$84.1K
IF
329
Integrity Financial
Wyoming
$84K
PAM
330
Palisade Asset Management
Minnesota
$79.7K
CIAS
331
CBIZ Investment Advisory Services
Ohio
$77.6K
FW
332
Fairway Wealth
Ohio
$76.8K
BBHC
333
Brown Brothers Harriman & Co
New York
$76.2K
VNA
334
Valley National Advisers
Pennsylvania
$76K
BFPW
335
BOK Financial Private Wealth
Colorado
$75.9K
AssetMark Inc
336
AssetMark Inc
California
$68.5K
EWA
337
Elevate Wealth Advisory
Georgia
$66.4K
UB
338
UMB Bank
Missouri
$59.2K
CJ
339
Caitlin John
Michigan
$56.3K
SPIA
340
Steward Partners Investment Advisory
New York
$55K
AAS
341
Ameritas Advisory Services
Nebraska
$52.5K
TCM
342
TruNorth Capital Management
Michigan
$50.4K
SIC
343
Salem Investment Counselors
North Carolina
$50.2K
POIA
344
Pin Oak Investment Advisors
Texas
$49.2K
BTI
345
Blue Trust Inc
Georgia
$48.9K
FWP
346
FAS Wealth Partners
Kansas
$47.2K
HI
347
Hoey Investments
Pennsylvania
$46.9K
QCG
348
Quadrant Capital Group
Ohio
$44.9K
SRCM
349
Signature Resources Capital Management
California
$43.8K
LIA
350
Luken Investment Analytics
Tennessee
$41.6K