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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.44B 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, 142 reducing their positions, and 39 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
Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Vicus Capital
Pennsylvania
$1.81M
Lido Advisors
102
Lido Advisors
California
$1.8M
CIC
103
Cutler Investment Counsel
Oregon
$1.79M
AWM
104
Austin Wealth Management
Texas
$1.79M
AOWM
105
Alpha Omega Wealth Management
Virginia
$1.72M
TRCT
106
Tower Research Capital (TRC)
New York
$1.71M
LAM
107
Lakewood Asset Management
Illinois
$1.71M
HAS
108
HBW Advisory Services
California
$1.7M
SFA
109
Sequoia Financial Advisors
Ohio
$1.69M
EFG
110
Ethos Financial Group
Pennsylvania
$1.66M
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$1.62M
MML Investors Services
112
MML Investors Services
Massachusetts
$1.57M
KFS
113
Kaizen Financial Strategies
California
$1.56M
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.52M
CA
115
CoreCap Advisors
Michigan
$1.52M
MSFS
116
Main Street Financial Solutions
Pennsylvania
$1.49M
GS
117
GTS Securities
New York
$1.43M
SAG
118
SageView Advisory Group
California
$1.36M
Osaic Holdings
119
Osaic Holdings
Arizona
$1.36M
FFA
120
Farther Finance Advisors
California
$1.35M
Corient Private Wealth
121
Corient Private Wealth
Florida
$1.26M
CPCP
122
Cedar Point Capital Partners
Iowa
$1.25M
TNA
123
True North Advisors
Texas
$1.2M
PMG
124
ProVise Management Group
Florida
$1.19M
Betterment LLC
125
Betterment LLC
New York
$1.17M