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Schwab Fundamental US Small Company Index ETF

443 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
BNP Paribas Financial Markets
426
BNP Paribas Financial Markets
France
$1.68K
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$1.62K
GSWM
428
Golden State Wealth Management
California
$1.5K
PIP
429
Peachtree Investment Partners
Florida
$1.45K
IWP
430
IAG Wealth Partners
Wisconsin
$1.31K
PAG
431
Paladin Advisory Group
Iowa
$1.18K
FGAM
432
Financial Gravity Asset Management
Texas
$1.18K
WTC
433
WhitTier Trust Company
Nevada
$1.07K
BAM
434
Byrne Asset Management
New Jersey
$935
KWM
435
Kiker Wealth Management
Georgia
$935
CW
436
Curio Wealth
Maryland
$904
RIL
437
Rothschild Investment LLC
Illinois
$872
PFBT
438
Parkside Financial Bank & Trust
Missouri
$817
CFG
439
Chapman Financial Group
Hawaii
$811
CBT
440
Crews Bank & Trust
Florida
$810
CFS
441
Compass Financial Services
Iowa
$750
HC
442
Hurley Capital
New York
$636
Qube Research & Technologies (QRT)
443
Qube Research & Technologies (QRT)
United Kingdom
$467
MFA
444
Morling Financial Advisors
California
$27
HAS
445
HBW Advisory Services
California
GS
446
GTS Securities
New York
TNA
447
True North Advisors
Texas
JCIA
448
Jackson Creek Investment Advisors
Colorado
SA
449
Sovran Advisors
California
PCM
450
Pennsylvania Capital Management
Pennsylvania