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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 %
YAL
51
Your Advocates Ltd
Texas
$5.81M +$231K +8,049 +4%
SC
52
Savant Capital
Illinois
$5.78M -$271K -9,468 -4%
LSWP
53
Liberty Square Wealth Partners
Pennsylvania
$5.41M +$1.73M +60,517 +47%
KCM
54
Kathmere Capital Management
Pennsylvania
$5.24M -$689K -24,057 -12%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$5.17M -$832K -29,030 -14%
Goldman Sachs
56
Goldman Sachs
New York
$5.01M +$4.72M +164,752 +1,647%
RWM
57
Reston Wealth Management
Virginia
$4.89M +$816K +28,467 +20%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$4.87M -$1.36M -45,520 -22%
SCM
59
Sebold Capital Management
Illinois
$4.65M +$119K +4,158 +3%
PAG
60
Private Advisor Group
New Jersey
$4.6M -$129K -4,490 -3%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$4.45M +$2.18M +76,049 +96%
CWM
62
Cabot Wealth Management
Massachusetts
$4.36M +$169K +5,912 +4%
HighTower Advisors
63
HighTower Advisors
Illinois
$4.34M +$23K +804 +0.5%
BA
64
Brightwater Advisory
Florida
$4.23M -$68.1K -2,378 -2%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$4.19M +$868K +30,297 +26%
STFP
66
Signal Tree Financial Partners
Ohio
$4.11M -$606K -21,136 -13%
REMPR
67
Roof Eidam Maycock Peralta (REMP)
California
$4.02M +$27.2K +948 +0.7%
VP
68
Verum Partners
North Carolina
$3.81M -$864K -30,165 -18%
HP
69
Hilltop Partners
Indiana
$3.71M +$378K +13,203 +11%
FIA
70
Foundations Investment Advisors
Arizona
$3.66M +$466K +16,274 +15%
FTUS
71
Flow Traders U.S.
New York
$3.64M +$3.64M +127,009 New
TYCC
72
Texas Yale Capital Corp
Florida
$3.5M
IA
73
Integrity Alliance
Iowa
$3.49M +$84.5K +2,948 +2%
Raymond James Financial
74
Raymond James Financial
Florida
$3.44M +$79.4K +2,773 +2%
NMG
75
New Millennium Group
Utah
$3.43M +$120K +4,176 +4%