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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
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
SPA
26
Shore Point Advisors
New Jersey
$15.2M
FM
27
Foster & Motley
Ohio
$15.1M
SSWG
28
Seven Springs Wealth Group
Tennessee
$14.8M
LPL Financial
29
LPL Financial
California
$14M
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$13.6M
CST
31
Charles Schwab Trust
Nevada
$12.7M
MCM
32
MAI Capital Management
Ohio
$12.2M
Creative Planning
33
Creative Planning
Kansas
$11.6M
CFO
34
Collective Family Office
Pennsylvania
$11.2M
GWM
35
GSB Wealth Management
Connecticut
$10.4M
OWM
36
Opes Wealth Management
California
$9.78M
SS
37
Sound Stewardship
Kansas
$9.49M
SC
38
Savant Capital
Illinois
$9.42M
AI
39
Accredited Investors
Minnesota
$9.38M
AFA
40
Arlington Financial Advisors
California
$9.3M
HW
41
HORAN Wealth
Ohio
$9M
WA
42
Waverly Advisors
Alabama
$8.87M
GVAG
43
Great Valley Advisor Group
Delaware
$8.65M
PPW
44
Pasadena Private Wealth
California
$7.34M
NRI
45
NFP Retirement Inc
California
$7.29M
JBA
46
Johnson Bixby & Associates
Washington
$6.76M
EWA
47
Exencial Wealth Advisors
Oklahoma
$6.49M
YAL
48
Your Advocates Ltd
Texas
$6.41M
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$6.41M
FPAS
50
Focus Partners Advisor Solutions
Missouri
$6.27M