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Schwab Fundamental US Small Company Index ETF

441 hedge funds and large institutions have $7.02B 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, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
SWM
376
Spire Wealth Management
Virginia
$16.3K
AA
377
Ancora Advisors
Ohio
$16K
HNB
378
Huntington National Bank
Ohio
$15.3K
SL
379
Salomon & Ludwin
Virginia
$13.9K
W
380
WealthCollab
Washington
$13.6K
Russell Investments Group
381
Russell Investments Group
United Kingdom
$13.6K
FCG
382
Financial Connections Group
California
$13K
GWSA
383
Global Wealth Strategies & Associates
Colorado
$13K
GWS
384
Glassman Wealth Services
Virginia
$12.8K
SIS
385
Sound Income Strategies
Florida
$11.8K
BL
386
BFSG LLC
California
$11.4K
RWM
387
Rialto Wealth Management
New York
$11.2K
Bessemer Group
388
Bessemer Group
New Jersey
$10K
SAM
389
Smartleaf Asset Management
Massachusetts
$9.5K
TFG
390
Team Financial Group
California
$8.91K
AWM
391
Accredited Wealth Management
Kentucky
$8.91K
SWP
392
Strategic Wealth Partners
Ohio
$8.6K
FFA
393
Frazier Financial Advisors
Ohio
$8.45K
SC
394
SouthState Corp
Florida
$8.1K
AIC
395
Archer Investment Corporation
Indiana
$7.89K
BI
396
Binnacle Investments
Iowa
$7.82K
HCM
397
Hollencrest Capital Management
California
$6.92K
CCM
398
Chilton Capital Management
Texas
$6.7K
MCA
399
Midwest Capital Advisors
Michigan
$6.61K
HI
400
Horizon Investments
North Carolina
$6.23K