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Schwab Fundamental US Small Company Index ETF

418 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, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWG
26
Seven Springs Wealth Group
Tennessee
$12.1M +$1.25M +43,637 +11%
LPL Financial
27
LPL Financial
California
$12.1M +$697K +24,320 +6%
SPA
28
Shore Point Advisors
New Jersey
$11.9M +$542K +18,926 +5%
GVAG
29
Great Valley Advisor Group
Delaware
$10.1M -$4.21M -147,018 -29%
CST
30
Charles Schwab Trust
Nevada
$10.1M -$1.09M -38,103 -10%
CFO
31
Collective Family Office
Pennsylvania
$9.31M -$3.71M -129,421 -28%
MCM
32
MAI Capital Management
Ohio
$9.23M -$434K -15,140 -4%
GWM
33
GSB Wealth Management
Connecticut
$8.89M +$633K +22,091 +8%
Creative Planning
34
Creative Planning
Kansas
$8.64M +$1.69K +59 +0%
Mariner
35
Mariner
Kansas
$8.53M -$448K -15,626 -5%
SS
36
Sound Stewardship
Kansas
$8.41M +$594K +20,741 +8%
OWM
37
Opes Wealth Management
California
$8.38M +$707K +24,675 +9%
AFA
38
Arlington Financial Advisors
California
$8.33M +$119K +4,160 +1%
NRI
39
NFP Retirement Inc
California
$8.32M -$72.4K -2,527 -0.9%
PPW
40
Pasadena Private Wealth
California
$7.91M -$6.82M -238,198 -46%
WA
41
Waverly Advisors
Alabama
$7.71M +$205K +7,168 +3%
HW
42
HORAN Wealth
Ohio
$7.63M +$7.63M +266,374 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$7.22M +$6.06M +211,538 +521%
FC
44
Forte Capital
New York
$7.12M -$67.2K -2,347 -0.9%
JBA
45
Johnson Bixby & Associates
Washington
$6.96M -$130K -4,553 -2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.3M +$3.32M +115,826 +111%
CAM
47
Cresset Asset Management
Illinois
$5.99M -$29 -1 -0%
ML
48
McAdam LLC
Pennsylvania
$5.98M -$207K -7,232 -3%
EWA
49
Exencial Wealth Advisors
Oklahoma
$5.95M -$72.3K -2,525 -1%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$5.94M +$210K +7,341 +4%