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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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
PS
351
Pinney & Scofield
Massachusetts
$21.8K
ME
352
McIlrath & Eck
Washington
$20.5K
AP
353
Aspect Partners
Virginia
$19.8K
HFS
354
Hantz Financial Services
Michigan
$18K
CA
355
Crewe Advisors
Utah
$17.6K
DF
356
Dunhill Financial
United Kingdom
$17.1K
KFI
357
Key Financial Inc
Pennsylvania
$16.8K
SIC
358
SJS Investment Consulting
Ohio
$16.7K
IFS
359
Intelligent Financial Strategies
Minnesota
$16.6K
Qube Research & Technologies (QRT)
360
Qube Research & Technologies (QRT)
United Kingdom
$16.6K
KSWA
361
Kathleen S. Wright Associates
Pennsylvania
$16K
IAS
362
IMA Advisory Services
Colorado
$15.5K
SWM
363
Spire Wealth Management
Virginia
$15K
HNB
364
Huntington National Bank
Ohio
$15K
AA
365
Ancora Advisors
Ohio
$14.7K
Russell Investments Group
366
Russell Investments Group
United Kingdom
$14K
W
367
WealthCollab
Washington
$12.5K
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$12.4K
TPW
369
Talon Private Wealth
Florida
$12.1K
GWS
370
Glassman Wealth Services
Virginia
$11.7K
ATC
371
Adirondack Trust Company
New York
$11.7K
MJRIC
372
Mogy Joel R Investment Counsel
California
$11.6K
FCG
373
Financial Connections Group
California
$11K
GWSA
374
Global Wealth Strategies & Associates
Colorado
$10.9K
BL
375
BFSG LLC
California
$10.5K