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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

416 hedge funds and large institutions have $6.43B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
51
Increased
149
Reduced
140
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$25.7M
2
HW
2
HORAN Wealth
Ohio
$7.63M
3
PC
3
Prairiewood Capital
North Dakota
$50.3M
4
MWP
4
Moller Wealth Partners
$36.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.01M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.18B
2
SF
2
Symphony Financial
Texas
$263K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$858K
5
AA
5
ALPS Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
101
Vicus Capital
Pennsylvania
$1.81M 63,195 +17,736 +39%
Lido Advisors
102
Lido Advisors
California
$1.8M 62,796 +6,870 +12%
CIC
103
Cutler Investment Counsel
Oregon
$1.79M 62,489 +2,651 +4%
AWM
104
Austin Wealth Management
Texas
$1.79M 61,177 -73,053 -54%
AOWM
105
Alpha Omega Wealth Management
Virginia
$1.72M 60,031 +1,221 +2%
TRCT
106
Tower Research Capital (TRC)
New York
$1.71M 59,577 +9,149 +18%
LAM
107
Lakewood Asset Management
Illinois
$1.71M 59,567 -1,097 -2%
HAS
108
HBW Advisory Services
California
$1.7M 59,376 +789 +1%
SFA
109
Sequoia Financial Advisors
Ohio
$1.69M 58,927 -4,614 -7%
EFG
110
Ethos Financial Group
Pennsylvania
$1.66M 58,061 +2,980 +5%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$1.62M 56,447 +2,832 +5%
MML Investors Services
112
MML Investors Services
Massachusetts
$1.57M 54,761 -14,045 -20%
KFS
113
Kaizen Financial Strategies
California
$1.56M 54,470 -643 -1%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.52M 53,094 -12,730 -19%
CA
115
CoreCap Advisors
Michigan
$1.52M 53,002 +7,143 +16%
MSFS
116
Main Street Financial Solutions
Pennsylvania
$1.49M 52,094 -48,621 -48%
GS
117
GTS Securities
New York
$1.43M 49,891 +49,891 New
SAG
118
SageView Advisory Group
California
$1.36M 45,369 -908 -2%
Osaic Holdings
119
Osaic Holdings
Arizona
$1.36M 46,003 -1,137,763 -96%
FFA
120
Farther Finance Advisors
California
$1.35M 46,989 +27,462 +141%
CPCP
121
Cedar Point Capital Partners
Iowa
$1.25M 43,630 +2,620 +6%
TNA
122
True North Advisors
Texas
$1.2M 41,982 +2,498 +6%
PMG
123
ProVise Management Group
Florida
$1.19M 41,442 -8,632 -17%
Betterment LLC
124
Betterment LLC
New York
$1.17M 40,929 -1,847 -4%
CFA
125
Cahill Financial Advisors
Minnesota
$1.16M 40,621 +1,062 +3%
3 4
5
6 7