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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
PFG Advisors
Arizona
EWM
427
Evercore Wealth Management
New York
COLIM
428
City of London Investment Management
United Kingdom
RFP
429
Root Financial Partners
California
RIA
430
Regal Investment Advisors
Michigan
TC
431
TownSquare Capital
Utah
BIG
432
Builder Investment Group
Georgia
RWP
433
Revolve Wealth Partners
New Jersey
VFA
434
Valeo Financial Advisors
Indiana
BWA
435
Bordeaux Wealth Advisors
California
FCI
436
Financial Counselors Inc
Kansas
WMWM
437
Wilkins Miller Wealth Management
Alabama
FVWA
438
Foster Victor Wealth Advisors
South Carolina
QC
439
Quadrature Capital
United Kingdom
WFC
440
Western Financial Corp
California
CTA
441
Colonial Trust Advisors
South Carolina
FWP
442
Falcon Wealth Planning
California
GP
443
Greenline Partners
New York
CA
444
Continuum Advisory
Idaho
SIM
445
Synergy Investment Management
Florida
DJSG
446
D.J. St. Germain
Massachusetts
QCG
447
Quadrant Capital Group
Ohio
GA
448
GoalVest Advisory
New York
CCM
449
Coldstream Capital Management
Washington
BWM
450
Bernard Wealth Management
Michigan