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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
401
Anchor Investment Management
South Carolina
$2.29K
IRC
402
Investors Research Corp
Georgia
$2.29K
AAG
403
Armstrong Advisory Group
Massachusetts
$2.24K -$6.88K -240 -75%
SAM
404
Smartleaf Asset Management
Massachusetts
$1.98K -$33K -1,150 -94%
RF
405
Rossby Financial
Florida
$1.75K
GK
406
Graney & King
New York
$1.58K
MSFP
407
Mark Sheptoff Financial Planning
Connecticut
$1.49K
GSWM
408
Golden State Wealth Management
California
$1.38K
PIP
409
Peachtree Investment Partners
Florida
$1.32K
IWP
410
IAG Wealth Partners
Wisconsin
$1.2K
WWM
411
Wolff Wiese Magana
California
$1.15K +$1.15K +40 New
PAG
412
Paladin Advisory Group
Iowa
$1.09K +$1.09K +38 New
FGC
413
Financial Gravity Companies
Texas
$1.09K +$1.09K +38 New
CTC
414
Central Trust Company
Missouri
$917 +$917 +32 New
BF
415
BOK Financial
Oklahoma
$860 -$4.93K -172 -85%
BAM
416
Byrne Asset Management
New Jersey
$860
RIL
417
Rothschild Investment LLC
Illinois
$802
PFBT
418
Parkside Financial Bank & Trust
Missouri
$749
HC
419
Hurley Capital
New York
$583
AA
420
ALPS Advisors
Colorado
-$17M -619,058 Closed
Renaissance Technologies
421
Renaissance Technologies
New York
-$1.1M -40,100 Closed
UBS AM
422
UBS AM
Illinois
-$647K -23,630 Closed
VBFG
423
Vishria Bird Financial Group
Tennessee
-$514K -18,768 Closed
PA
424
PFG Advisors
Arizona
-$429K -15,679 Closed
EWM
425
Evercore Wealth Management
New York
-$426K -15,565 Closed