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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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
RWM
376
Rialto Wealth Management
New York
$10.3K
Bessemer Group
377
Bessemer Group
New Jersey
$10K
GWANC
378
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.57K
AWM
379
Accredited Wealth Management
Kentucky
$8.19K
TFG
380
Team Financial Group
California
$8.17K
SWP
381
Strategic Wealth Partners
Ohio
$7.91K
AF
382
Alerus Financial
North Dakota
$7.79K
FFA
383
Frazier Financial Advisors
Ohio
$7.76K
SC
384
SouthState Corp
Florida
$7.45K
AIC
385
Archer Investment Corporation
Indiana
$7.23K
BI
386
Binnacle Investments
Iowa
$7.19K
VWM
387
Vermillion Wealth Management
Minnesota
$6.7K
HCM
388
Hollencrest Capital Management
California
$6.36K
ACA
389
Atlas Capital Advisors
Wyoming
$6.2K
TIM
390
Total Investment Management
Arizona
$6.12K
JFA
391
JNBA Financial Advisors
Minnesota
$5.39K
MFT
392
Moisand Fitzgerald Tamayo
Florida
$5.27K
DAM
393
Delta Asset Management
Tennessee
$4.64K
CVM
394
Cheviot Value Management
California
$4.46K
GWS
395
Greykasell Wealth Strategies
California
$4.24K
NFSG
396
Newbridge Financial Services Group
Florida
$3.67K
SC
397
Solstein Capital
California
$3.5K
HWP
398
Highline Wealth Partners
California
$3.29K
FFA
399
Founders Financial Alliance
North Carolina
$2.75K
EWP
400
Elevation Wealth Partners
California
$2.73K