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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
CJ
351
Caitlin John
Michigan
$56.9K
SPIA
352
Steward Partners Investment Advisory
New York
$55.6K
POIA
353
Pin Oak Investment Advisors
Texas
$55K
MCM
354
MidAtlantic Capital Management
Virginia
$49.9K
FWP
355
FAS Wealth Partners
Kansas
$48K
HI
356
Hoey Investments
Pennsylvania
$47.4K
FHA
357
Flagship Harbor Advisors
Massachusetts
$45.4K
QCG
358
Quadrant Capital Group
Ohio
$45.4K
SRCM
359
Signature Resources Capital Management
California
$44.3K
LIA
360
Luken Investment Analytics
Tennessee
$42.1K
PP
361
PFS Partners
New Jersey
$39K
TCM
362
Triumph Capital Management
Colorado
$38.2K
AUB
363
Atlantic Union Bankshares
Virginia
$36.1K
FP
364
Financial Perspectives
Minnesota
$34.3K
ATC
365
Adirondack Trust Company
New York
$34K
HNW
366
High Note Wealth
Minnesota
$33.7K
BCWM
367
Bartlett & Co Wealth Management
Ohio
$30.6K
SAM
368
Smartleaf Asset Management
Massachusetts
$30.6K
CH
369
CDKV Holdings
Colorado
$29K
NA
370
NewEdge Advisors
Louisiana
$28.6K
ME
371
McIlrath & Eck
Washington
$27.8K
Russell Investments Group
372
Russell Investments Group
United Kingdom
$26.6K
HPIA
373
Hamilton Point Investment Advisors
North Carolina
$26.5K
PFM
374
Phillips Financial Management
Indiana
$26.4K
PS
375
Pinney & Scofield
Massachusetts
$24.2K