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Schwab Fundamental US Small Company Index ETF

442 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, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
LIA
351
Luken Investment Analytics
Tennessee
$41.6K
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$40.6K
PP
353
PFS Partners
New Jersey
$38.5K
BCWM
354
Bartlett & Co Wealth Management
Ohio
$36K
AUB
355
Atlantic Union Bankshares
Virginia
$35.6K
GGI
356
Godsey & Gibb Inc
Virginia
$34.5K
FP
357
Financial Perspectives
Minnesota
$33.9K
Citigroup
358
Citigroup
New York
$33.2K
CFD
359
Creative Financial Designs
Indiana
$31.7K
CFB
360
Cullen/Frost Bankers
Texas
$28.2K
ATC
361
Adirondack Trust Company
New York
$26.8K
HPIA
362
Hamilton Point Investment Advisors
North Carolina
$26.2K
PS
363
Pinney & Scofield
Massachusetts
$23.8K
PK
364
Pflug Koory
Nebraska
$22.8K
ME
365
McIlrath & Eck
Washington
$22.2K
AP
366
Aspect Partners
Virginia
$21.6K
SGK
367
Steigerwald Gordon & Koch
Virginia
$21.4K
CA
368
Crewe Advisors
Utah
$19.1K
DF
369
Dunhill Financial
United Kingdom
$18.6K
KFI
370
Key Financial Inc
Pennsylvania
$18.4K
SIC
371
SJS Investment Consulting
Ohio
$18.1K
IFS
372
Intelligent Financial Strategies
Minnesota
$18.1K
KSWA
373
Kathleen S. Wright Associates
Pennsylvania
$17.4K
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$17.4K
NMG
375
New Millennium Group
Utah
$17K