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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 %
SSWG
26
Seven Springs Wealth Group
Tennessee
$12.1M 423,608 +43,637 +11%
LPL Financial
27
LPL Financial
California
$12.1M 420,786 +24,320 +6%
SPA
28
Shore Point Advisors
New Jersey
$11.9M 416,415 +18,926 +5%
GVAG
29
Great Valley Advisor Group
Delaware
$10.1M 352,319 -147,018 -29%
CST
30
Charles Schwab Trust
Nevada
$10.1M 351,714 -38,103 -10%
CFO
31
Collective Family Office
Pennsylvania
$9.31M 325,070 -129,421 -28%
MCM
32
MAI Capital Management
Ohio
$9.23M 321,995 -15,140 -4%
GWM
33
GSB Wealth Management
Connecticut
$8.89M 310,459 +22,091 +8%
Creative Planning
34
Creative Planning
Kansas
$8.64M 301,628 +59 +0%
Mariner
35
Mariner
Kansas
$8.53M 297,733 -15,626 -5%
SS
36
Sound Stewardship
Kansas
$8.41M 293,443 +20,741 +8%
OWM
37
Opes Wealth Management
California
$8.38M 292,414 +24,675 +9%
AFA
38
Arlington Financial Advisors
California
$8.33M 290,758 +4,160 +1%
NRI
39
NFP Retirement Inc
California
$8.32M 290,508 -2,527 -0.9%
PPW
40
Pasadena Private Wealth
California
$7.91M 276,090 -238,198 -46%
WA
41
Waverly Advisors
Alabama
$7.71M 269,061 +7,168 +3%
HW
42
HORAN Wealth
Ohio
$7.63M 266,374 +266,374 New
FC
43
Forte Capital
New York
$7.12M 248,496 -2,347 -0.9%
JBA
44
Johnson Bixby & Associates
Washington
$6.96M 242,897 -4,553 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$6.3M 219,936 +115,826 +111%
CAM
46
Cresset Asset Management
Illinois
$5.99M 208,950 -1 -0%
ML
47
McAdam LLC
Pennsylvania
$5.98M 208,607 -7,232 -3%
EWA
48
Exencial Wealth Advisors
Oklahoma
$5.95M 207,606 -2,525 -1%
FPAS
49
Focus Partners Advisor Solutions
Missouri
$5.94M 207,166 +7,341 +4%
YAL
50
Your Advocates Ltd
Texas
$5.81M 202,920 +8,049 +4%
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