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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
Raymond James Financial
76
Raymond James Financial
Florida
$3.44M
NMG
77
New Millennium Group
Utah
$3.43M
SFS
78
Sowell Financial Services
Arkansas
$3.25M
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$3.21M
Fidelity Investments
80
Fidelity Investments
Massachusetts
$2.99M
TCM
81
Traub Capital Management
Massachusetts
$2.91M
PP
82
PrairieView Partners
Minnesota
$2.87M
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$2.85M
CA
84
Capital Advantage
California
$2.85M
NCM
85
Northland Capital Management
Minnesota
$2.82M
MG
86
Mather Group
Illinois
$2.68M
AWM
87
Apollon Wealth Management
South Carolina
$2.63M
HWA
88
HHM Wealth Advisors
Tennessee
$2.57M
AA
89
Addison Advisors
Vermont
$2.56M
AWS
90
Atria Wealth Solutions
New York
$2.51M
MA
91
McGrath & Associates
North Carolina
$2.46M
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$2.26M
WW
93
Waterfront Wealth
Kansas
$2.24M
EWA
94
EQ Wealth Advisors
Texas
$2.24M
YWM
95
Yoder Wealth Management
California
$2.2M
BCI
96
Brinker Capital Investments
Pennsylvania
$2.17M
AAS
97
Avantax Advisory Services
Texas
$2.1M
AAS
98
Asset Allocation Strategies
Michigan
$2.06M
FCMT
99
Founders Capital Management (Texas)
Texas
$2.03M
KLI
100
Kelman-Lazarov Inc
Tennessee
$1.98M