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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ME
351
McIlrath & Eck
Washington
$20.5K
AP
352
Aspect Partners
Virginia
$19.8K
HFS
353
Hantz Financial Services
Michigan
$18K +$17.5K +600 +3,750%
CA
354
Crewe Advisors
Utah
$17.6K +$17.6K +613 New
DF
355
Dunhill Financial
United Kingdom
$17.1K
KFI
356
Key Financial Inc
Pennsylvania
$16.8K
SIC
357
SJS Investment Consulting
Ohio
$16.7K
IFS
358
Intelligent Financial Strategies
Minnesota
$16.6K +$16.6K +580 New
Qube Research & Technologies (QRT)
359
Qube Research & Technologies (QRT)
United Kingdom
$16.6K +$16.6K +579 New
KSWA
360
Kathleen S. Wright Associates
Pennsylvania
$16K
IAS
361
IMA Advisory Services
Colorado
$15.5K +$15.5K +542 New
SWM
362
Spire Wealth Management
Virginia
$15K +$4.76K +166 +46%
HNB
363
Huntington National Bank
Ohio
$15K -$2.08K
AA
364
Ancora Advisors
Ohio
$14.7K -$73.5K -2,565 -83%
Russell Investments Group
365
Russell Investments Group
United Kingdom
$14K -$6.62K -231 -32%
W
366
WealthCollab
Washington
$12.5K
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$12.4K
TPW
368
Talon Private Wealth
Florida
$12.1K +$12.1K +422 New
GWS
369
Glassman Wealth Services
Virginia
$11.7K
ATC
370
Adirondack Trust Company
New York
$11.7K
MJRIC
371
Mogy Joel R Investment Counsel
California
$11.6K +$11.6K +406 New
FCG
372
Financial Connections Group
California
$11K -$349K -13,255 -97%
GWSA
373
Global Wealth Strategies & Associates
Colorado
$10.9K +$29 +1 +0.3%
BL
374
BFSG LLC
California
$10.5K
RWM
375
Rialto Wealth Management
New York
$10.3K