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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
351
Hamilton Point Investment Advisors
North Carolina
$24.1K
PS
352
Pinney & Scofield
Massachusetts
$21.8K
ME
353
McIlrath & Eck
Washington
$20.5K
AP
354
Aspect Partners
Virginia
$19.8K
HFS
355
Hantz Financial Services
Michigan
$18K
CA
356
Crewe Advisors
Utah
$17.6K
DF
357
Dunhill Financial
United Kingdom
$17.1K
KFI
358
Key Financial Inc
Pennsylvania
$16.8K
SIC
359
SJS Investment Consulting
Ohio
$16.7K
IFS
360
Intelligent Financial Strategies
Minnesota
$16.6K
Qube Research & Technologies (QRT)
361
Qube Research & Technologies (QRT)
United Kingdom
$16.6K
KSWA
362
Kathleen S. Wright Associates
Pennsylvania
$16K
IAS
363
IMA Advisory Services
Colorado
$15.5K
SWM
364
Spire Wealth Management
Virginia
$15K
HNB
365
Huntington National Bank
Ohio
$15K
AA
366
Ancora Advisors
Ohio
$14.7K
Russell Investments Group
367
Russell Investments Group
United Kingdom
$14K
W
368
WealthCollab
Washington
$12.5K
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$12.4K
TPW
370
Talon Private Wealth
Florida
$12.1K
GWS
371
Glassman Wealth Services
Virginia
$11.7K
ATC
372
Adirondack Trust Company
New York
$11.7K
MJRIC
373
Mogy Joel R Investment Counsel
California
$11.6K
FCG
374
Financial Connections Group
California
$11K
GWSA
375
Global Wealth Strategies & Associates
Colorado
$10.9K