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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
COLIM
426
City of London Investment Management
United Kingdom
-$386K -14,100 Closed
RFP
427
Root Financial Partners
California
-$351K -12,806 Closed
RIA
428
Regal Investment Advisors
Michigan
-$309K -11,267 Closed
TC
429
TownSquare Capital
Utah
-$276K -10,076 Closed
BIG
430
Builder Investment Group
Georgia
-$270K -9,866 Closed
RWP
431
Revolve Wealth Partners
New Jersey
-$253K -9,230 Closed
VFA
432
Valeo Financial Advisors
Indiana
-$237K -8,636 Closed
BWA
433
Bordeaux Wealth Advisors
California
-$229K -8,372 Closed
FCI
434
Financial Counselors Inc
Kansas
-$228K -8,328 Closed
WMWM
435
Wilkins Miller Wealth Management
Alabama
-$225K -8,213 Closed
FVWA
436
Foster Victor Wealth Advisors
South Carolina
-$204K -8,121 Closed
QC
437
Quadrature Capital
United Kingdom
-$214K -7,812 Closed
WFC
438
Western Financial Corp
California
-$211K -7,710 Closed
CTA
439
Colonial Trust Advisors
South Carolina
-$211K -7,710 Closed
FWP
440
Falcon Wealth Planning
California
-$209K -7,619 Closed
GP
441
Greenline Partners
New York
-$66.1K -4,692 Closed
CA
442
Continuum Advisory
Idaho
-$72.3K -2,641 Closed
SIM
443
Synergy Investment Management
Florida
-$56.3K -2,054 Closed
DJSG
444
D.J. St. Germain
Massachusetts
-$55.2K -2,014 Closed
QCG
445
Quadrant Capital Group
Ohio
-$39.4K -1,440 Closed
GA
446
GoalVest Advisory
New York
-$37.1K -1,353 Closed
CCM
447
Coldstream Capital Management
Washington
-$36K -1,316 Closed
BWM
448
Bernard Wealth Management
Michigan
-$33.1K -1,210 Closed
ACA
449
American Capital Advisory
Idaho
-$24.1K -881 Closed
BGWM
450
Bridge Generations Wealth Management
Florida
-$15.4K -563 Closed