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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
UBS AM
376
UBS AM
Illinois
$23.7K
KBFS
377
Kohmann Bosshard Financial Services
Ohio
$22.7K
LWM
378
Lodestone Wealth Management
Washington
$19.5K
CA
379
Crewe Advisors
Utah
$19.3K
SGK
380
Steigerwald Gordon & Koch
Virginia
$19.3K
DF
381
Dunhill Financial
United Kingdom
$18.8K
KFI
382
Key Financial Inc
Pennsylvania
$18.5K
SIC
383
SJS Investment Consulting
Ohio
$18.3K
IFS
384
Intelligent Financial Strategies
Minnesota
$18.3K
PPL
385
Planning Project LLC
Texas
$17.7K
DPW
386
DiNuzzo Private Wealth
Pennsylvania
$17.6K
IAS
387
IMA Advisory Services
Colorado
$17.1K
SWM
388
Spire Wealth Management
Virginia
$16.5K
HNB
389
Huntington National Bank
Ohio
$15.4K
SL
390
Salomon & Ludwin
Virginia
$14.3K
SIS
391
Sound Income Strategies
Florida
$13K
FCG
392
Financial Connections Group
California
$13K
GWS
393
Glassman Wealth Services
Virginia
$12.9K
RWM
394
Rialto Wealth Management
New York
$11.3K
NMG
395
New Millennium Group
Utah
$10.6K
GWSA
396
Global Wealth Strategies & Associates
Colorado
$10.5K
FFA
397
Frazier Financial Advisors
Ohio
$9.74K
IAIM
398
International Assets Investment Management
Florida
$9.71K
GGI
399
Godsey & Gibb Inc
Virginia
$9.64K
TFG
400
Team Financial Group
California
$9.06K