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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
WA
51
Winter & Associates
Minnesota
$6.04M
MW
52
Marble Wealth
Alabama
$6.01M
ML
53
McAdam LLC
Pennsylvania
$6M
RWM
54
Reston Wealth Management
Virginia
$5.9M
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$5.81M
PAG
56
Private Advisor Group
New Jersey
$5.34M
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$5.32M
KCM
58
Kathmere Capital Management
Pennsylvania
$5.27M
CWM
59
Cabot Wealth Management
Massachusetts
$5.26M
NCM
60
Northland Capital Management
Minnesota
$5.24M
HighTower Advisors
61
HighTower Advisors
Illinois
$5.06M
FIA
62
Foundations Investment Advisors
Arizona
$4.92M
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$4.8M
Raymond James Financial
64
Raymond James Financial
Florida
$4.79M
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$4.42M
CAM
66
Cresset Asset Management
Illinois
$4.37M
BA
67
Brightwater Advisory
Florida
$4.31M
Fidelity Investments
68
Fidelity Investments
Massachusetts
$4.12M
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$4.11M
MWM
70
Manske Wealth Management
Texas
$4.07M
CA
71
Capital Advantage
California
$4.06M
HP
72
Hilltop Partners
Indiana
$4M
IA
73
Integrity Alliance
Iowa
$3.95M
TYCC
74
Texas Yale Capital Corp
Florida
$3.85M
VP
75
Verum Partners
North Carolina
$3.71M