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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
401
Financial Management Professionals
Texas
$2.69K
AIM
402
Anchor Investment Management
South Carolina
$2.29K
IRC
403
Investors Research Corp
Georgia
$2.29K
AAG
404
Armstrong Advisory Group
Massachusetts
$2.23K
SAM
405
Smartleaf Asset Management
Massachusetts
$1.98K
RF
406
Rossby Financial
Florida
$1.75K
GK
407
Graney & King
New York
$1.58K
MSFP
408
Mark Sheptoff Financial Planning
Connecticut
$1.49K
GSWM
409
Golden State Wealth Management
California
$1.38K
PIP
410
Peachtree Investment Partners
Florida
$1.32K
IWP
411
IAG Wealth Partners
Wisconsin
$1.2K
WWM
412
Wolff Wiese Magana
California
$1.15K
FGC
413
Financial Gravity Companies
Texas
$1.09K
PAG
414
Paladin Advisory Group
Iowa
$1.09K
CTC
415
Central Trust Company
Missouri
$917
BF
416
BOK Financial
Oklahoma
$860
BAM
417
Byrne Asset Management
New Jersey
$860
RIL
418
Rothschild Investment LLC
Illinois
$802
PFBT
419
Parkside Financial Bank & Trust
Missouri
$749
HC
420
Hurley Capital
New York
$583
AA
421
ALPS Advisors
Colorado
Renaissance Technologies
422
Renaissance Technologies
New York
NP
423
NorthRock Partners
Minnesota
UBS AM
424
UBS AM
Illinois
VBFG
425
Vishria Bird Financial Group
Tennessee