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Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
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
AUB
351
Atlantic Union Bankshares
Virginia
$35.6K
GGI
352
Godsey & Gibb Inc
Virginia
$34.5K
FP
353
Financial Perspectives
Minnesota
$33.9K
Citigroup
354
Citigroup
New York
$33.2K
CFD
355
Creative Financial Designs
Indiana
$31.7K
CFB
356
Cullen/Frost Bankers
Texas
$28.2K
ATC
357
Adirondack Trust Company
New York
$26.8K
HPIA
358
Hamilton Point Investment Advisors
North Carolina
$26.2K
PS
359
Pinney & Scofield
Massachusetts
$23.8K
PK
360
Pflug Koory
Nebraska
$22.8K
ME
361
McIlrath & Eck
Washington
$22.2K
AP
362
Aspect Partners
Virginia
$21.6K
SGK
363
Steigerwald Gordon & Koch
Virginia
$21.4K
CA
364
Crewe Advisors
Utah
$19.1K
DF
365
Dunhill Financial
United Kingdom
$18.6K
KFI
366
Key Financial Inc
Pennsylvania
$18.4K
SIC
367
SJS Investment Consulting
Ohio
$18.1K
IFS
368
Intelligent Financial Strategies
Minnesota
$18.1K
KSWA
369
Kathleen S. Wright Associates
Pennsylvania
$17.4K
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$17.4K
NMG
371
New Millennium Group
Utah
$17K
IAS
372
IMA Advisory Services
Colorado
$16.9K
SWM
373
Spire Wealth Management
Virginia
$16.3K
AA
374
Ancora Advisors
Ohio
$16K
HNB
375
Huntington National Bank
Ohio
$15.3K