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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
ME
376
McIlrath & Eck
Washington
$27.8K
OCM
377
Osbon Capital Management
Massachusetts
$27.7K
Russell Investments Group
378
Russell Investments Group
United Kingdom
$26.6K
HPIA
379
Hamilton Point Investment Advisors
North Carolina
$26.5K
PFM
380
Phillips Financial Management
Indiana
$26.4K
PS
381
Pinney & Scofield
Massachusetts
$24.2K
UBS AM
382
UBS AM
Illinois
$23.7K
KBFS
383
Kohmann Bosshard Financial Services
Ohio
$22.7K
LWM
384
Lodestone Wealth Management
Washington
$19.5K
CA
385
Crewe Advisors
Utah
$19.3K
SGK
386
Steigerwald Gordon & Koch
Virginia
$19.3K
DF
387
Dunhill Financial
United Kingdom
$18.8K
KFI
388
Key Financial Inc
Pennsylvania
$18.5K
SIC
389
SJS Investment Consulting
Ohio
$18.3K
IFS
390
Intelligent Financial Strategies
Minnesota
$18.3K
PPL
391
Planning Project LLC
Texas
$17.7K
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$17.6K
IAS
393
IMA Advisory Services
Colorado
$17.1K
SWM
394
Spire Wealth Management
Virginia
$16.5K
HNB
395
Huntington National Bank
Ohio
$15.4K
SL
396
Salomon & Ludwin
Virginia
$14.3K
SIS
397
Sound Income Strategies
Florida
$13K
FCG
398
Financial Connections Group
California
$13K
GWS
399
Glassman Wealth Services
Virginia
$12.9K
RWM
400
Rialto Wealth Management
New York
$11.3K