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Schwab Fundamental US Small Company Index ETF

438 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 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
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
FC
401
Financial Consulate
Maryland
$5.26K
DAM
402
Delta Asset Management
Tennessee
$5.05K
AFWM
403
Abich Financial Wealth Management
Virginia
$5.05K
JFA
404
JNBA Financial Advisors
Minnesota
$4.8K
WAG
405
Wiser Advisor Group
Arizona
$4.78K
CVM
406
Cheviot Value Management
California
$4.76K
GWS
407
Greykasell Wealth Strategies
California
$4.61K
NFSG
408
Newbridge Financial Services Group
Florida
$3.99K
SC
409
Solstein Capital
California
$3.8K
HWP
410
Highline Wealth Partners
California
$3.58K
LWA
411
Lowe Wealth Advisors
Maryland
$3.55K
HHGA
412
Halbert Hargrove Global Advisors
California
$3.15K
HFS
413
Hantz Financial Services
Michigan
$3K
FFA
414
Founders Financial Alliance
North Carolina
$2.99K
EWP
415
Elevation Wealth Partners
California
$2.97K
FMP
416
Financial Management Professionals
Texas
$2.93K
AIM
417
Anchor Investment Management
South Carolina
$2.49K
AAG
418
Armstrong Advisory Group
Massachusetts
$2.43K
RF
419
Rossby Financial
Florida
$1.91K
GK
420
Graney & King
New York
$1.73K
BNP Paribas Financial Markets
421
BNP Paribas Financial Markets
France
$1.68K
MSFP
422
Mark Sheptoff Financial Planning
Connecticut
$1.62K
GSWM
423
Golden State Wealth Management
California
$1.5K
PIP
424
Peachtree Investment Partners
Florida
$1.45K
IWP
425
IAG Wealth Partners
Wisconsin
$1.31K