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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
OC
426
Optima Capital
Oregon
$2.21K
RF
427
Rossby Financial
Florida
$1.92K
GK
428
Graney & King
New York
$1.75K
MSFP
429
Mark Sheptoff Financial Planning
Connecticut
$1.64K
GSWM
430
Golden State Wealth Management
California
$1.52K
CCMI
431
Creative Capital Management Investments
California
$1.48K
PIP
432
Peachtree Investment Partners
Florida
$1.47K
MCA
433
McGuire Capital Advisors
Oklahoma
$1.39K
PB
434
Prosperity Bancshares
Texas
$1.39K
FGAM
435
Financial Gravity Asset Management
Texas
$1.2K
CP
436
Camelot Portfolios
Ohio
$1.2K
WTC
437
WhitTier Trust Company
Nevada
$1.12K
BAM
438
Byrne Asset Management
New Jersey
$945
CW
439
Curio Wealth
Maryland
$932
RIL
440
Rothschild Investment LLC
Illinois
$882
PFBT
441
Parkside Financial Bank & Trust
Missouri
$830
HC
442
Hurley Capital
New York
$646
CVM
443
Cheviot Value Management
California
$568
PAG
444
Paladin Advisory Group
Iowa
$441
BTI
445
Blue Trust Inc
Georgia
$126
MFA
446
Morling Financial Advisors
California
$27
Wellington Management Group
447
Wellington Management Group
Massachusetts
TRCT
448
Tower Research Capital (TRC)
New York
Jane Street
449
Jane Street
New York
QC
450
Quadrature Capital
United Kingdom