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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
TC
426
Trust Company
Kansas
$3.09K
FFA
427
Founders Financial Alliance
North Carolina
$3.02K
QC
428
Quent Capital
New York
$3.02K
EWP
429
Elevation Wealth Partners
California
$3.02K
AIM
430
Anchor Investment Management
South Carolina
$2.52K
AAG
431
Armstrong Advisory Group
Massachusetts
$2.46K
FMP
432
Financial Management Professionals
Texas
$2.3K
OC
433
Optima Capital
Oregon
$2.21K
RF
434
Rossby Financial
Florida
$1.92K
GK
435
Graney & King
New York
$1.75K
MSFP
436
Mark Sheptoff Financial Planning
Connecticut
$1.64K
GSWM
437
Golden State Wealth Management
California
$1.52K
CCMI
438
Creative Capital Management Investments
California
$1.48K
PIP
439
Peachtree Investment Partners
Florida
$1.47K
PB
440
Prosperity Bancshares
Texas
$1.39K
MCA
441
McGuire Capital Advisors
Oklahoma
$1.39K
FGAM
442
Financial Gravity Asset Management
Texas
$1.2K
CP
443
Camelot Portfolios
Ohio
$1.2K
WTC
444
WhitTier Trust Company
Nevada
$1.12K
BAM
445
Byrne Asset Management
New Jersey
$945
CW
446
Curio Wealth
Maryland
$932
RIL
447
Rothschild Investment LLC
Illinois
$882
PFBT
448
Parkside Financial Bank & Trust
Missouri
$830
HC
449
Hurley Capital
New York
$646
CVM
450
Cheviot Value Management
California
$568