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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
AWM
101
Apollon Wealth Management
South Carolina
$2.03M
AOWM
102
Alpha Omega Wealth Management
Virginia
$2.02M
MIC
103
Meridian Investment Counsel
California
$1.95M
SFA
104
Sequoia Financial Advisors
Ohio
$1.9M
LAM
105
Lakewood Asset Management
Illinois
$1.83M
VC
106
Vicus Capital
Pennsylvania
$1.8M
MSFS
107
Main Street Financial Solutions
Pennsylvania
$1.75M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.71M
EFG
109
Ethos Financial Group
Pennsylvania
$1.68M
Jane Street
110
Jane Street
New York
$1.58M
KFS
111
Kaizen Financial Strategies
California
$1.55M
FFA
112
Farther Finance Advisors
California
$1.49M
CPCP
113
Cedar Point Capital Partners
Iowa
$1.44M
MML Investors Services
114
MML Investors Services
Massachusetts
$1.42M
SAG
115
SageView Advisory Group
California
$1.35M
CFA
116
Cahill Financial Advisors
Minnesota
$1.35M
Betterment LLC
117
Betterment LLC
New York
$1.34M
Corient Private Wealth
118
Corient Private Wealth
Florida
$1.33M
DP
119
DDD Partners
Washington
$1.31M
AWM
120
Austin Wealth Management
Texas
$1.27M
WP
121
Westmount Partners
California
$1.27M
CA
122
Cambridge Advisors
Nebraska
$1.24M
GFP
123
Guardian Financial Partners
California
$1.2M
ADL
124
Asset Dedication LLC
California
$1.2M
EWM
125
Empirical Wealth Management
Washington
$1.19M