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Schwab Fundamental US Small Company Index ETF

443 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, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
MCA
401
Midwest Capital Advisors
Michigan
$6.61K
HI
402
Horizon Investments
North Carolina
$6.23K
VWM
403
Vermillion Wealth Management
Minnesota
$5.75K
MFT
404
Moisand Fitzgerald Tamayo
Florida
$5.73K
BWL
405
Bogart Wealth LLC
Virginia
$5.42K
FC
406
Financial Consulate
Maryland
$5.26K
DAM
407
Delta Asset Management
Tennessee
$5.05K
AFWM
408
Abich Financial Wealth Management
Virginia
$5.05K
JFA
409
JNBA Financial Advisors
Minnesota
$4.8K
WAG
410
Wiser Advisor Group
Arizona
$4.78K
CVM
411
Cheviot Value Management
California
$4.76K
GWS
412
Greykasell Wealth Strategies
California
$4.61K
NFSG
413
Newbridge Financial Services Group
Florida
$3.99K
SC
414
Solstein Capital
California
$3.8K
HWP
415
Highline Wealth Partners
California
$3.58K
LWA
416
Lowe Wealth Advisors
Maryland
$3.55K
HHGA
417
Halbert Hargrove Global Advisors
California
$3.15K
HFS
418
Hantz Financial Services
Michigan
$3K
FFA
419
Founders Financial Alliance
North Carolina
$2.99K
EWP
420
Elevation Wealth Partners
California
$2.97K
FMP
421
Financial Management Professionals
Texas
$2.93K
AIM
422
Anchor Investment Management
South Carolina
$2.49K
AAG
423
Armstrong Advisory Group
Massachusetts
$2.43K
RF
424
Rossby Financial
Florida
$1.91K
GK
425
Graney & King
New York
$1.73K