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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
IA
76
Integrity Alliance
Iowa
$3.49M
Raymond James Financial
77
Raymond James Financial
Florida
$3.44M
NMG
78
New Millennium Group
Utah
$3.43M
SFS
79
Sowell Financial Services
Arkansas
$3.25M
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$3.21M
Fidelity Investments
81
Fidelity Investments
Massachusetts
$2.99M
TCM
82
Traub Capital Management
Massachusetts
$2.91M
PP
83
PrairieView Partners
Minnesota
$2.87M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$2.85M
CA
85
Capital Advantage
California
$2.85M
NCM
86
Northland Capital Management
Minnesota
$2.82M
MG
87
Mather Group
Illinois
$2.68M
AWM
88
Apollon Wealth Management
South Carolina
$2.63M
HWA
89
HHM Wealth Advisors
Tennessee
$2.57M
AA
90
Addison Advisors
Vermont
$2.56M
AWS
91
Atria Wealth Solutions
New York
$2.51M
MA
92
McGrath & Associates
North Carolina
$2.46M
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$2.26M
WW
94
Waterfront Wealth
Kansas
$2.24M
EWA
95
EQ Wealth Advisors
Texas
$2.24M
YWM
96
Yoder Wealth Management
California
$2.2M
BCI
97
Brinker Capital Investments
Pennsylvania
$2.17M
AAS
98
Avantax Advisory Services
Texas
$2.1M
AAS
99
Asset Allocation Strategies
Michigan
$2.06M
FCMT
100
Founders Capital Management (Texas)
Texas
$2.03M