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Schwab Fundamental US Small Company Index ETF

443 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, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
NMG
376
New Millennium Group
Utah
$17K
IAS
377
IMA Advisory Services
Colorado
$16.9K
SWM
378
Spire Wealth Management
Virginia
$16.3K
AA
379
Ancora Advisors
Ohio
$16K
HNB
380
Huntington National Bank
Ohio
$15.3K
SL
381
Salomon & Ludwin
Virginia
$13.9K
W
382
WealthCollab
Washington
$13.6K
Russell Investments Group
383
Russell Investments Group
United Kingdom
$13.6K
FCG
384
Financial Connections Group
California
$13K
GWSA
385
Global Wealth Strategies & Associates
Colorado
$13K
GWS
386
Glassman Wealth Services
Virginia
$12.8K
SIS
387
Sound Income Strategies
Florida
$11.8K
BL
388
BFSG LLC
California
$11.4K
RWM
389
Rialto Wealth Management
New York
$11.2K
Bessemer Group
390
Bessemer Group
New Jersey
$10K
SAM
391
Smartleaf Asset Management
Massachusetts
$9.5K
TFG
392
Team Financial Group
California
$8.91K
AWM
393
Accredited Wealth Management
Kentucky
$8.91K
SWP
394
Strategic Wealth Partners
Ohio
$8.6K
FFA
395
Frazier Financial Advisors
Ohio
$8.45K
SC
396
SouthState Corp
Florida
$8.1K
AIC
397
Archer Investment Corporation
Indiana
$7.89K
BI
398
Binnacle Investments
Iowa
$7.82K
HCM
399
Hollencrest Capital Management
California
$6.92K
CCM
400
Chilton Capital Management
Texas
$6.7K