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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
ST
326
Smithfield Trust
Pennsylvania
$149K
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$145K
AssetMark Inc
328
AssetMark Inc
California
$142K
VWM
329
Vermillion Wealth Management
Minnesota
$138K
KFA
330
Kelleher Financial Advisors
New York
$136K
NWM
331
Navigoe Wealth Management
California
$135K
AAP
332
Arax Advisory Partners
Colorado
$135K
ACA
333
Aptus Capital Advisors
Alabama
$134K
RTL
334
Red Tortoise LLC
Georgia
$132K
AA
335
Ancora Advisors
Ohio
$129K
BBHC
336
Brown Brothers Harriman & Co
New York
$128K
GWM
337
Geneos Wealth Management
Colorado
$127K
JHCP
338
Jackson Hole Capital Partners
Oklahoma
$119K
PWAM
339
Private Wealth Asset Management
Iowa
$105K
Wells Fargo
340
Wells Fargo
California
$94K
AT
341
Arlington Trust
Alabama
$92.3K
PMFA
342
Plante Moran Financial Advisors
Michigan
$90.6K
MMCM
343
Murphy & Mullick Capital Management
New York
$86.8K
FRA
344
Front Row Advisors
California
$85.1K
IF
345
Integrity Financial
Wyoming
$85K
CIAS
346
CBIZ Investment Advisory Services
Ohio
$78.5K
FW
347
Fairway Wealth
Ohio
$77.7K
CFD
348
Creative Financial Designs
Indiana
$77.2K
BFPW
349
BOK Financial Private Wealth
Colorado
$76.8K
EWA
350
Elevate Wealth Advisory
Georgia
$67.2K