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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
AWM
351
Activest Wealth Management
Florida
$66.9K
Franklin Resources
352
Franklin Resources
California
$64.9K
VNA
353
Valley National Advisers
Pennsylvania
$62K
UB
354
UMB Bank
Missouri
$59.9K
KCM
355
Key Capital Management
Tennessee
$59.2K
CJ
356
Caitlin John
Michigan
$56.9K
SPIA
357
Steward Partners Investment Advisory
New York
$55.6K
POIA
358
Pin Oak Investment Advisors
Texas
$55K
MCM
359
MidAtlantic Capital Management
Virginia
$49.9K
FWP
360
FAS Wealth Partners
Kansas
$48K
HI
361
Hoey Investments
Pennsylvania
$47.4K
FHA
362
Flagship Harbor Advisors
Massachusetts
$45.4K
QCG
363
Quadrant Capital Group
Ohio
$45.4K
SRCM
364
Signature Resources Capital Management
California
$44.3K
LIA
365
Luken Investment Analytics
Tennessee
$42.1K
PP
366
PFS Partners
New Jersey
$39K
TCM
367
Triumph Capital Management
Colorado
$38.2K
AUB
368
Atlantic Union Bankshares
Virginia
$36.1K
FP
369
Financial Perspectives
Minnesota
$34.3K
ATC
370
Adirondack Trust Company
New York
$34K
HNW
371
High Note Wealth
Minnesota
$33.7K
BCWM
372
Bartlett & Co Wealth Management
Ohio
$30.6K
SAM
373
Smartleaf Asset Management
Massachusetts
$30.6K
CH
374
CDKV Holdings
Colorado
$29K
NA
375
NewEdge Advisors
Louisiana
$28.6K