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Schwab Fundamental US Small Company Index ETF

442 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
HI
401
Horizon Investments
North Carolina
$6.23K
VWM
402
Vermillion Wealth Management
Minnesota
$5.75K
MFT
403
Moisand Fitzgerald Tamayo
Florida
$5.73K
BWL
404
Bogart Wealth LLC
Virginia
$5.42K
FC
405
Financial Consulate
Maryland
$5.26K
DAM
406
Delta Asset Management
Tennessee
$5.05K
AFWM
407
Abich Financial Wealth Management
Virginia
$5.05K
JFA
408
JNBA Financial Advisors
Minnesota
$4.8K
WAG
409
Wiser Advisor Group
Arizona
$4.78K
CVM
410
Cheviot Value Management
California
$4.76K
GWS
411
Greykasell Wealth Strategies
California
$4.61K
NFSG
412
Newbridge Financial Services Group
Florida
$3.99K
SC
413
Solstein Capital
California
$3.8K
HWP
414
Highline Wealth Partners
California
$3.58K
LWA
415
Lowe Wealth Advisors
Maryland
$3.55K
HHGA
416
Halbert Hargrove Global Advisors
California
$3.15K
HFS
417
Hantz Financial Services
Michigan
$3K
FFA
418
Founders Financial Alliance
North Carolina
$2.99K
EWP
419
Elevation Wealth Partners
California
$2.97K
FMP
420
Financial Management Professionals
Texas
$2.93K
AIM
421
Anchor Investment Management
South Carolina
$2.49K
AAG
422
Armstrong Advisory Group
Massachusetts
$2.43K
RF
423
Rossby Financial
Florida
$1.91K
GK
424
Graney & King
New York
$1.73K
BNP Paribas Financial Markets
425
BNP Paribas Financial Markets
France
$1.68K