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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
IA
101
IFP Advisors
Florida
$1.92M
BCG
102
Breakwater Capital Group
New Jersey
$1.9M
VC
103
Vicus Capital
Pennsylvania
$1.81M
Lido Advisors
104
Lido Advisors
California
$1.8M
CIC
105
Cutler Investment Counsel
Oregon
$1.79M
AWM
106
Austin Wealth Management
Texas
$1.79M
AOWM
107
Alpha Omega Wealth Management
Virginia
$1.72M
TRCT
108
Tower Research Capital (TRC)
New York
$1.71M
LAM
109
Lakewood Asset Management
Illinois
$1.71M
HAS
110
HBW Advisory Services
California
$1.7M
SFA
111
Sequoia Financial Advisors
Ohio
$1.69M
EFG
112
Ethos Financial Group
Pennsylvania
$1.66M
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$1.62M
MML Investors Services
114
MML Investors Services
Massachusetts
$1.57M
KFS
115
Kaizen Financial Strategies
California
$1.56M
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.52M
CA
117
CoreCap Advisors
Michigan
$1.52M
MSFS
118
Main Street Financial Solutions
Pennsylvania
$1.49M
GS
119
GTS Securities
New York
$1.43M
SAG
120
SageView Advisory Group
California
$1.36M
FFA
121
Farther Finance Advisors
California
$1.35M
Corient Private Wealth
122
Corient Private Wealth
Florida
$1.26M
CPCP
123
Cedar Point Capital Partners
Iowa
$1.25M
TNA
124
True North Advisors
Texas
$1.2M
PMG
125
ProVise Management Group
Florida
$1.19M