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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
FPAS
51
Focus Partners Advisor Solutions
Missouri
$6.27M
WA
52
Winter & Associates
Minnesota
$6.04M
MW
53
Marble Wealth
Alabama
$6.01M
ML
54
McAdam LLC
Pennsylvania
$6M
RWM
55
Reston Wealth Management
Virginia
$5.9M
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$5.81M
PAG
57
Private Advisor Group
New Jersey
$5.34M
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$5.32M
KCM
59
Kathmere Capital Management
Pennsylvania
$5.27M
CWM
60
Cabot Wealth Management
Massachusetts
$5.26M
NCM
61
Northland Capital Management
Minnesota
$5.24M
HighTower Advisors
62
HighTower Advisors
Illinois
$5.06M
FIA
63
Foundations Investment Advisors
Arizona
$4.92M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$4.8M
Raymond James Financial
65
Raymond James Financial
Florida
$4.79M
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$4.42M
CAM
67
Cresset Asset Management
Illinois
$4.37M
BA
68
Brightwater Advisory
Florida
$4.31M
Fidelity Investments
69
Fidelity Investments
Massachusetts
$4.12M
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$4.11M
MWM
71
Manske Wealth Management
Texas
$4.07M
CA
72
Capital Advantage
California
$4.06M
HP
73
Hilltop Partners
Indiana
$4M
IA
74
Integrity Alliance
Iowa
$3.95M
TYCC
75
Texas Yale Capital Corp
Florida
$3.85M