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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$40.6K
PP
352
PFS Partners
New Jersey
$38.5K
BCWM
353
Bartlett & Co Wealth Management
Ohio
$36K
AUB
354
Atlantic Union Bankshares
Virginia
$35.6K
GGI
355
Godsey & Gibb Inc
Virginia
$34.5K
FP
356
Financial Perspectives
Minnesota
$33.9K
Citigroup
357
Citigroup
New York
$33.2K
CFD
358
Creative Financial Designs
Indiana
$31.7K
CFB
359
Cullen/Frost Bankers
Texas
$28.2K
ATC
360
Adirondack Trust Company
New York
$26.8K
HPIA
361
Hamilton Point Investment Advisors
North Carolina
$26.2K
PS
362
Pinney & Scofield
Massachusetts
$23.8K
PK
363
Pflug Koory
Nebraska
$22.8K
ME
364
McIlrath & Eck
Washington
$22.2K
AP
365
Aspect Partners
Virginia
$21.6K
SGK
366
Steigerwald Gordon & Koch
Virginia
$21.4K
CA
367
Crewe Advisors
Utah
$19.1K
DF
368
Dunhill Financial
United Kingdom
$18.6K
KFI
369
Key Financial Inc
Pennsylvania
$18.4K
SIC
370
SJS Investment Consulting
Ohio
$18.1K
IFS
371
Intelligent Financial Strategies
Minnesota
$18.1K
KSWA
372
Kathleen S. Wright Associates
Pennsylvania
$17.4K
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$17.4K
NMG
374
New Millennium Group
Utah
$17K
IAS
375
IMA Advisory Services
Colorado
$16.9K