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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

416 hedge funds and large institutions have $6.43B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
51
Increased
149
Reduced
140
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$25.7M
2
HW
2
HORAN Wealth
Ohio
$7.63M
3
PC
3
Prairiewood Capital
North Dakota
$50.3M
4
MWP
4
Moller Wealth Partners
$36.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.01M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.18B
2
SF
2
Symphony Financial
Texas
$263K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$858K
5
AA
5
ALPS Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
451
Westside Investment Management
California
– – -114 Closed
FHA
452
First Horizon Advisors
Tennessee
– – -106 Closed
CFFP
453
Center for Financial Planning
Michigan
– – -70 Closed
WWM
454
Wagner Wealth Management
South Carolina
– – -65 Closed
LWMI
455
Legacy Wealth Management (Idaho)
Idaho
– – -14 Closed
AEPWM
456
Atlantic Edge Private Wealth Management
Florida
– – -2 Closed
MHR
457
Matthew Hamilton Rosenberg
– – – –
OCM
458
Osterweis Capital Management
California
– – – –
15 16 17 18
19