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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.44B 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, 142 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
26
Seven Springs Wealth Group
Tennessee
$12.1M
LPL Financial
27
LPL Financial
California
$12.1M
SPA
28
Shore Point Advisors
New Jersey
$11.9M
GVAG
29
Great Valley Advisor Group
Delaware
$10.1M
CST
30
Charles Schwab Trust
Nevada
$10.1M
CFO
31
Collective Family Office
Pennsylvania
$9.31M
MCM
32
MAI Capital Management
Ohio
$9.23M
GWM
33
GSB Wealth Management
Connecticut
$8.89M
Creative Planning
34
Creative Planning
Kansas
$8.64M
Mariner
35
Mariner
Kansas
$8.53M
SS
36
Sound Stewardship
Kansas
$8.41M
OWM
37
Opes Wealth Management
California
$8.38M
AFA
38
Arlington Financial Advisors
California
$8.33M
NRI
39
NFP Retirement Inc
California
$8.32M
PPW
40
Pasadena Private Wealth
California
$7.91M
WA
41
Waverly Advisors
Alabama
$7.71M
HW
42
HORAN Wealth
Ohio
$7.63M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$7.22M
FC
44
Forte Capital
New York
$7.12M
JBA
45
Johnson Bixby & Associates
Washington
$6.96M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.3M
CAM
47
Cresset Asset Management
Illinois
$5.99M
ML
48
McAdam LLC
Pennsylvania
$5.98M
EWA
49
Exencial Wealth Advisors
Oklahoma
$5.95M
FPAS
50
Focus Partners Advisor Solutions
Missouri
$5.94M