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Schwab Fundamental US Small Company Index ETF

442 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, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

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