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Schwab Fundamental US Small Company Index ETF

442 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
IAS
376
IMA Advisory Services
Colorado
$16.9K
SWM
377
Spire Wealth Management
Virginia
$16.3K
AA
378
Ancora Advisors
Ohio
$16K
HNB
379
Huntington National Bank
Ohio
$15.3K
SL
380
Salomon & Ludwin
Virginia
$13.9K
W
381
WealthCollab
Washington
$13.6K
Russell Investments Group
382
Russell Investments Group
United Kingdom
$13.6K
FCG
383
Financial Connections Group
California
$13K
GWSA
384
Global Wealth Strategies & Associates
Colorado
$13K
GWS
385
Glassman Wealth Services
Virginia
$12.8K
SIS
386
Sound Income Strategies
Florida
$11.8K
BL
387
BFSG LLC
California
$11.4K
RWM
388
Rialto Wealth Management
New York
$11.2K
Bessemer Group
389
Bessemer Group
New Jersey
$10K
SAM
390
Smartleaf Asset Management
Massachusetts
$9.5K
TFG
391
Team Financial Group
California
$8.91K
AWM
392
Accredited Wealth Management
Kentucky
$8.91K
SWP
393
Strategic Wealth Partners
Ohio
$8.6K
FFA
394
Frazier Financial Advisors
Ohio
$8.45K
SC
395
SouthState Corp
Florida
$8.1K
AIC
396
Archer Investment Corporation
Indiana
$7.89K
BI
397
Binnacle Investments
Iowa
$7.82K
HCM
398
Hollencrest Capital Management
California
$6.92K
CCM
399
Chilton Capital Management
Texas
$6.7K
MCA
400
Midwest Capital Advisors
Michigan
$6.61K