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Schwab Fundamental US Small Company Index ETF

443 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
SRCM
351
Signature Resources Capital Management
California
$43.8K
LIA
352
Luken Investment Analytics
Tennessee
$41.6K
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$40.6K
PP
354
PFS Partners
New Jersey
$38.5K
BCWM
355
Bartlett & Co Wealth Management
Ohio
$36K
AUB
356
Atlantic Union Bankshares
Virginia
$35.6K
GGI
357
Godsey & Gibb Inc
Virginia
$34.5K
FP
358
Financial Perspectives
Minnesota
$33.9K
Citigroup
359
Citigroup
New York
$33.2K
CFD
360
Creative Financial Designs
Indiana
$31.7K
CFB
361
Cullen/Frost Bankers
Texas
$28.2K
ATC
362
Adirondack Trust Company
New York
$26.8K
HPIA
363
Hamilton Point Investment Advisors
North Carolina
$26.2K
PS
364
Pinney & Scofield
Massachusetts
$23.8K
PK
365
Pflug Koory
Nebraska
$22.8K
ME
366
McIlrath & Eck
Washington
$22.2K
AP
367
Aspect Partners
Virginia
$21.6K
SGK
368
Steigerwald Gordon & Koch
Virginia
$21.4K
CA
369
Crewe Advisors
Utah
$19.1K
DF
370
Dunhill Financial
United Kingdom
$18.6K
KFI
371
Key Financial Inc
Pennsylvania
$18.4K
SIC
372
SJS Investment Consulting
Ohio
$18.1K
IFS
373
Intelligent Financial Strategies
Minnesota
$18.1K
KSWA
374
Kathleen S. Wright Associates
Pennsylvania
$17.4K
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$17.4K