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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 %
SC
51
Savant Capital
Illinois
$5.78M 201,860 -9,468 -4%
LSWP
52
Liberty Square Wealth Partners
Pennsylvania
$5.41M 188,669 +60,517 +47%
KCM
53
Kathmere Capital Management
Pennsylvania
$5.24M 182,821 -24,057 -12%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$5.17M 180,430 -29,030 -14%
Goldman Sachs
55
Goldman Sachs
New York
$5.01M 174,758 +164,752 +1,647%
RWM
56
Reston Wealth Management
Virginia
$4.89M 170,841 +28,467 +20%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.87M 163,749 -45,520 -22%
SCM
58
Sebold Capital Management
Illinois
$4.65M 162,144 +4,158 +3%
PAG
59
Private Advisor Group
New Jersey
$4.6M 160,555 -4,490 -3%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$4.45M 155,423 +76,049 +96%
CWM
61
Cabot Wealth Management
Massachusetts
$4.36M 152,165 +5,912 +4%
HighTower Advisors
62
HighTower Advisors
Illinois
$4.34M 151,555 +804 +0.5%
BA
63
Brightwater Advisory
Florida
$4.23M 147,470 -2,378 -2%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$4.19M 146,341 +30,297 +26%
STFP
65
Signal Tree Financial Partners
Ohio
$4.11M 143,482 -21,136 -13%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$4.02M 140,317 +948 +0.7%
VP
67
Verum Partners
North Carolina
$3.81M 133,143 -30,165 -18%
HP
68
Hilltop Partners
Indiana
$3.71M 129,366 +13,203 +11%
FIA
69
Foundations Investment Advisors
Arizona
$3.66M 127,621 +16,274 +15%
FTUS
70
Flow Traders U.S.
New York
$3.64M 127,009 +127,009 New
TYCC
71
Texas Yale Capital Corp
Florida
$3.5M 122,200 – –
IA
72
Integrity Alliance
Iowa
$3.49M 121,643 +2,948 +2%
Raymond James Financial
73
Raymond James Financial
Florida
$3.44M 120,064 +2,773 +2%
NMG
74
New Millennium Group
Utah
$3.43M 119,566 +4,176 +4%
SFS
75
Sowell Financial Services
Arkansas
$3.25M 113,353 -1,064 -0.9%
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3
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