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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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
FPAS
51
Focus Partners Advisor Solutions
Missouri
$5.94M
YAL
52
Your Advocates Ltd
Texas
$5.81M
SC
53
Savant Capital
Illinois
$5.78M
LSWP
54
Liberty Square Wealth Partners
Pennsylvania
$5.41M
KCM
55
Kathmere Capital Management
Pennsylvania
$5.24M
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$5.17M
Goldman Sachs
57
Goldman Sachs
New York
$5.01M
RWM
58
Reston Wealth Management
Virginia
$4.89M
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$4.87M
SCM
60
Sebold Capital Management
Illinois
$4.65M
PAG
61
Private Advisor Group
New Jersey
$4.6M
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$4.45M
CWM
63
Cabot Wealth Management
Massachusetts
$4.36M
HighTower Advisors
64
HighTower Advisors
Illinois
$4.34M
BA
65
Brightwater Advisory
Florida
$4.23M
JP Morgan Chase
66
JP Morgan Chase
New York
$4.19M
STFP
67
Signal Tree Financial Partners
Ohio
$4.11M
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$4.02M
MWM
69
Manske Wealth Management
Texas
$3.83M
VP
70
Verum Partners
North Carolina
$3.81M
HP
71
Hilltop Partners
Indiana
$3.71M
FIA
72
Foundations Investment Advisors
Arizona
$3.66M
FTUS
73
Flow Traders U.S.
New York
$3.64M
TYCC
74
Texas Yale Capital Corp
Florida
$3.5M
IA
75
Integrity Alliance
Iowa
$3.49M