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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
VWM
401
Vermillion Wealth Management
Minnesota
$5.75K
MFT
402
Moisand Fitzgerald Tamayo
Florida
$5.73K
BWL
403
Bogart Wealth LLC
Virginia
$5.42K
FC
404
Financial Consulate
Maryland
$5.26K
DAM
405
Delta Asset Management
Tennessee
$5.05K
AFWM
406
Abich Financial Wealth Management
Virginia
$5.05K
JFA
407
JNBA Financial Advisors
Minnesota
$4.8K
WAG
408
Wiser Advisor Group
Arizona
$4.78K
CVM
409
Cheviot Value Management
California
$4.76K
GWS
410
Greykasell Wealth Strategies
California
$4.61K
NFSG
411
Newbridge Financial Services Group
Florida
$3.99K
SC
412
Solstein Capital
California
$3.8K
HWP
413
Highline Wealth Partners
California
$3.58K
LWA
414
Lowe Wealth Advisors
Maryland
$3.55K
HHGA
415
Halbert Hargrove Global Advisors
California
$3.15K
HFS
416
Hantz Financial Services
Michigan
$3K
FFA
417
Founders Financial Alliance
North Carolina
$2.99K
EWP
418
Elevation Wealth Partners
California
$2.97K
FMP
419
Financial Management Professionals
Texas
$2.93K
AIM
420
Anchor Investment Management
South Carolina
$2.49K
AAG
421
Armstrong Advisory Group
Massachusetts
$2.43K
RF
422
Rossby Financial
Florida
$1.91K
GK
423
Graney & King
New York
$1.73K
BNP Paribas Financial Markets
424
BNP Paribas Financial Markets
France
$1.68K
MSFP
425
Mark Sheptoff Financial Planning
Connecticut
$1.62K