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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
376
BFSG LLC
California
$10.5K
RWM
377
Rialto Wealth Management
New York
$10.3K
Bessemer Group
378
Bessemer Group
New Jersey
$10K
GWANC
379
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.57K
AWM
380
Accredited Wealth Management
Kentucky
$8.19K
TFG
381
Team Financial Group
California
$8.17K
SWP
382
Strategic Wealth Partners
Ohio
$7.91K
AF
383
Alerus Financial
North Dakota
$7.79K
FFA
384
Frazier Financial Advisors
Ohio
$7.76K
SC
385
SouthState Corp
Florida
$7.45K
AIC
386
Archer Investment Corporation
Indiana
$7.23K
BI
387
Binnacle Investments
Iowa
$7.19K
VWM
388
Vermillion Wealth Management
Minnesota
$6.7K
HCM
389
Hollencrest Capital Management
California
$6.36K
ACA
390
Atlas Capital Advisors
Wyoming
$6.2K
TIM
391
Total Investment Management
Arizona
$6.12K
JFA
392
JNBA Financial Advisors
Minnesota
$5.39K
MFT
393
Moisand Fitzgerald Tamayo
Florida
$5.27K
DAM
394
Delta Asset Management
Tennessee
$4.64K
CVM
395
Cheviot Value Management
California
$4.46K
GWS
396
Greykasell Wealth Strategies
California
$4.24K
NFSG
397
Newbridge Financial Services Group
Florida
$3.67K
SC
398
Solstein Capital
California
$3.5K
HWP
399
Highline Wealth Partners
California
$3.29K
FFA
400
Founders Financial Alliance
North Carolina
$2.75K