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Schwab Fundamental US Small Company Index ETF

438 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 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
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
PAG
426
Paladin Advisory Group
Iowa
$1.18K
FGAM
427
Financial Gravity Asset Management
Texas
$1.18K
WTC
428
WhitTier Trust Company
Nevada
$1.07K
BAM
429
Byrne Asset Management
New Jersey
$935
KWM
430
Kiker Wealth Management
Georgia
$935
CW
431
Curio Wealth
Maryland
$904
RIL
432
Rothschild Investment LLC
Illinois
$872
PFBT
433
Parkside Financial Bank & Trust
Missouri
$817
CFG
434
Chapman Financial Group
Hawaii
$811
CBT
435
Crews Bank & Trust
Florida
$810
CFS
436
Compass Financial Services
Iowa
$750
HC
437
Hurley Capital
New York
$636
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
$467
MFA
439
Morling Financial Advisors
California
$27
HAS
440
HBW Advisory Services
California
GS
441
GTS Securities
New York
TNA
442
True North Advisors
Texas
JCIA
443
Jackson Creek Investment Advisors
Colorado
SA
444
Sovran Advisors
California
PCM
445
Pennsylvania Capital Management
Pennsylvania
IPWA
446
International Private Wealth Advisors
California
BCMLT
447
Beacon Capital Management LLC (Tennessee)
Tennessee
SFC
448
SYM Financial Corp
Indiana
BA
449
Bristlecone Advisors
Washington
MJRIC
450
Mogy Joel R Investment Counsel
California