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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
SL
376
Salomon & Ludwin
Virginia
$13.9K
W
377
WealthCollab
Washington
$13.6K
Russell Investments Group
378
Russell Investments Group
United Kingdom
$13.6K
FCG
379
Financial Connections Group
California
$13K
GWSA
380
Global Wealth Strategies & Associates
Colorado
$13K
GWS
381
Glassman Wealth Services
Virginia
$12.8K
SIS
382
Sound Income Strategies
Florida
$11.8K
BL
383
BFSG LLC
California
$11.4K
RWM
384
Rialto Wealth Management
New York
$11.2K
Bessemer Group
385
Bessemer Group
New Jersey
$10K
SAM
386
Smartleaf Asset Management
Massachusetts
$9.5K
TFG
387
Team Financial Group
California
$8.91K
AWM
388
Accredited Wealth Management
Kentucky
$8.91K
SWP
389
Strategic Wealth Partners
Ohio
$8.6K
FFA
390
Frazier Financial Advisors
Ohio
$8.45K
SC
391
SouthState Corp
Florida
$8.1K
AIC
392
Archer Investment Corporation
Indiana
$7.89K
BI
393
Binnacle Investments
Iowa
$7.82K
HCM
394
Hollencrest Capital Management
California
$6.92K
CCM
395
Chilton Capital Management
Texas
$6.7K
MCA
396
Midwest Capital Advisors
Michigan
$6.61K
HI
397
Horizon Investments
North Carolina
$6.23K
VWM
398
Vermillion Wealth Management
Minnesota
$5.75K
MFT
399
Moisand Fitzgerald Tamayo
Florida
$5.73K
BWL
400
Bogart Wealth LLC
Virginia
$5.42K