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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
SS
401
Sunbelt Securities
Texas
$8.8K
Citigroup
402
Citigroup
New York
$8.54K
GWS
403
Greykasell Wealth Strategies
California
$8.46K
SC
404
SouthState Corp
Florida
$8.19K
AIC
405
Archer Investment Corporation
Indiana
$8.01K
HCM
406
Hollencrest Capital Management
California
$7K
HFS
407
Hantz Financial Services
Michigan
$6K
MFT
408
Moisand Fitzgerald Tamayo
Florida
$5.8K
BWL
409
Bogart Wealth LLC
Virginia
$5.48K
FC
410
Financial Consulate
Maryland
$5.34K
WAG
411
Wiser Advisor Group
Arizona
$4.86K
JFA
412
JNBA Financial Advisors
Minnesota
$4.85K
DAM
413
Delta Asset Management
Tennessee
$4.73K
NFSG
414
Newbridge Financial Services Group
Florida
$4.03K
SC
415
Solstein Capital
California
$3.84K
GWM
416
Greenline Wealth Management
Florida
$3.56K
KFAS
417
Keating Financial Advisory Services
Kansas
$3.21K
HHGA
418
Halbert Hargrove Global Advisors
California
$3.18K
TC
419
Trust Company
Kansas
$3.09K
FFA
420
Founders Financial Alliance
North Carolina
$3.02K
QC
421
Quent Capital
New York
$3.02K
EWP
422
Elevation Wealth Partners
California
$3.02K
AIM
423
Anchor Investment Management
South Carolina
$2.52K
AAG
424
Armstrong Advisory Group
Massachusetts
$2.46K
FMP
425
Financial Management Professionals
Texas
$2.3K