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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
VP
76
Verum Partners
North Carolina
$3.71M
WF
77
Womack Financial
Texas
$3.67M
KWMLLC
78
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$3.66M
SFS
79
Sowell Financial Services
Arkansas
$3.62M
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$3.41M
TCM
81
Traub Capital Management
Massachusetts
$3.25M
QCM
82
Quantinno Capital Management
New York
$3.15M
HWA
83
HHM Wealth Advisors
Tennessee
$3.07M
WW
84
Waterfront Wealth
Kansas
$3.03M
MG
85
Mather Group
Illinois
$2.95M
AA
86
Addison Advisors
Vermont
$2.8M
AAS
87
Asset Allocation Strategies
Michigan
$2.67M
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$2.65M
QCM
89
QRG Capital Management
Illinois
$2.65M
BWM
90
BCS Wealth Management
Tennessee
$2.63M
JP Morgan Chase
91
JP Morgan Chase
New York
$2.62M
Lido Advisors
92
Lido Advisors
California
$2.62M
FFA
93
Farther Finance Advisors
California
$2.51M
MA
94
McGrath & Associates
North Carolina
$2.47M
Marshall Wace
95
Marshall Wace
United Kingdom
$2.45M
BCG
96
Breakwater Capital Group
New Jersey
$2.42M
YWM
97
Yoder Wealth Management
California
$2.42M
AWA
98
Argos Wealth Advisors
California
$2.39M
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$2.34M
EWA
100
EQ Wealth Advisors
Texas
$2.32M