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Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
NCM
76
Northland Capital Management
Minnesota
$3.44M
CA
77
Capital Advantage
California
$3.4M
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$3.33M
TCM
79
Traub Capital Management
Massachusetts
$3.08M
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$2.98M
MG
81
Mather Group
Illinois
$2.92M
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$2.9M
HWA
83
HHM Wealth Advisors
Tennessee
$2.8M
AA
84
Addison Advisors
Vermont
$2.78M
WW
85
Waterfront Wealth
Kansas
$2.63M
TRCT
86
Tower Research Capital (TRC)
New York
$2.56M
Lido Advisors
87
Lido Advisors
California
$2.55M
AAS
88
Asset Allocation Strategies
Michigan
$2.48M
MA
89
McGrath & Associates
North Carolina
$2.47M
JP Morgan Chase
90
JP Morgan Chase
New York
$2.46M
EWA
91
EQ Wealth Advisors
Texas
$2.45M
QCM
92
QRG Capital Management
Illinois
$2.4M
YWM
93
Yoder Wealth Management
California
$2.39M
FCMT
94
Founders Capital Management (Texas)
Texas
$2.24M
IA
95
Integrity Alliance
Iowa
$2.23M
KLI
96
Kelman-Lazarov Inc
Tennessee
$2.19M
BCI
97
Brinker Capital Investments
Pennsylvania
$2.14M
CIC
98
Cutler Investment Counsel
Oregon
$2.13M
STFP
99
Signal Tree Financial Partners
Ohio
$2.1M
BCG
100
Breakwater Capital Group
New Jersey
$2.09M