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Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
YAL
51
Your Advocates Ltd
Texas
$6.34M
ML
52
McAdam LLC
Pennsylvania
$6.15M
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$5.87M
RWM
54
Reston Wealth Management
Virginia
$5.84M
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$5.66M
CAM
56
Cresset Asset Management
Illinois
$5.58M
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$5.34M
KCM
58
Kathmere Capital Management
Pennsylvania
$5.25M
PAG
59
Private Advisor Group
New Jersey
$5.22M
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$5.02M
CWM
61
Cabot Wealth Management
Massachusetts
$4.83M
Goldman Sachs
62
Goldman Sachs
New York
$4.81M
HighTower Advisors
63
HighTower Advisors
Illinois
$4.65M
LSWP
64
Liberty Square Wealth Partners
Pennsylvania
$4.42M
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$4.37M
BA
66
Brightwater Advisory
Florida
$4.35M
FIA
67
Foundations Investment Advisors
Arizona
$4.22M
Raymond James Financial
68
Raymond James Financial
Florida
$4.09M
MWM
69
Manske Wealth Management
Texas
$4.05M
VP
70
Verum Partners
North Carolina
$4.03M
HP
71
Hilltop Partners
Indiana
$4.02M
AC
72
Annandale Capital
Texas
$3.93M
TYCC
73
Texas Yale Capital Corp
Florida
$3.81M
Fidelity Investments
74
Fidelity Investments
Massachusetts
$3.78M
SFS
75
Sowell Financial Services
Arkansas
$3.57M