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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
376
Bessemer Group
New Jersey
$10K -$40.7K -1,367 -80%
GWANC
377
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.57K -$22.1K -770 -70%
AWM
378
Accredited Wealth Management
Kentucky
$8.19K
TFG
379
Team Financial Group
California
$8.17K +$8.17K +285 New
SWP
380
Strategic Wealth Partners
Ohio
$7.91K +$7.91K +276 New
AF
381
Alerus Financial
North Dakota
$7.79K +$7.79K +272 New
FFA
382
Frazier Financial Advisors
Ohio
$7.77K +$7.77K +271 New
SC
383
SouthState Corp
Florida
$7.45K
AIC
384
Archer Investment Corporation
Indiana
$7.23K
BI
385
Binnacle Investments
Iowa
$7.19K +$7.19K +251 New
VWM
386
Vermillion Wealth Management
Minnesota
$6.7K +$29 +1 +0.4%
HCM
387
Hollencrest Capital Management
California
$6.36K
ACA
388
Atlas Capital Advisors
Wyoming
$6.2K +$29 +1 +0.5%
TIM
389
Total Investment Management
Arizona
$6.12K +$6.12K +214 New
JFA
390
JNBA Financial Advisors
Minnesota
$5.39K
MFT
391
Moisand Fitzgerald Tamayo
Florida
$5.27K
DAM
392
Delta Asset Management
Tennessee
$4.64K
CVM
393
Cheviot Value Management
California
$4.46K
GWS
394
Greykasell Wealth Strategies
California
$4.24K
NFSG
395
Newbridge Financial Services Group
Florida
$3.67K -$2.87K -100 -44%
SC
396
Solstein Capital
California
$3.5K +$3.5K +122 New
HWP
397
Highline Wealth Partners
California
$3.3K +$3.3K +115 New
FFA
398
Founders Financial Alliance
North Carolina
$2.75K
EWP
399
Elevation Wealth Partners
California
$2.73K
FMP
400
Financial Management Professionals
Texas
$2.69K +$372 +13 +16%