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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$5.95M
FPAS
52
Focus Partners Advisor Solutions
Missouri
$5.94M
YAL
53
Your Advocates Ltd
Texas
$5.81M
SC
54
Savant Capital
Illinois
$5.78M
LSWP
55
Liberty Square Wealth Partners
Pennsylvania
$5.41M
KCM
56
Kathmere Capital Management
Pennsylvania
$5.24M
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$5.17M
Goldman Sachs
58
Goldman Sachs
New York
$5.01M
RWM
59
Reston Wealth Management
Virginia
$4.89M
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$4.87M
SCM
61
Sebold Capital Management
Illinois
$4.65M
PAG
62
Private Advisor Group
New Jersey
$4.6M
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$4.45M
CWM
64
Cabot Wealth Management
Massachusetts
$4.36M
HighTower Advisors
65
HighTower Advisors
Illinois
$4.34M
BA
66
Brightwater Advisory
Florida
$4.23M
JP Morgan Chase
67
JP Morgan Chase
New York
$4.19M
STFP
68
Signal Tree Financial Partners
Ohio
$4.11M
REMPR
69
Roof Eidam Maycock Peralta (REMP)
California
$4.02M
MWM
70
Manske Wealth Management
Texas
$3.83M
VP
71
Verum Partners
North Carolina
$3.81M
HP
72
Hilltop Partners
Indiana
$3.71M
FIA
73
Foundations Investment Advisors
Arizona
$3.66M
FTUS
74
Flow Traders U.S.
New York
$3.64M
TYCC
75
Texas Yale Capital Corp
Florida
$3.5M