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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
KLI
101
Kelman-Lazarov Inc
Tennessee
$1.98M
IA
102
IFP Advisors
Florida
$1.92M
BCG
103
Breakwater Capital Group
New Jersey
$1.9M
VC
104
Vicus Capital
Pennsylvania
$1.81M
Lido Advisors
105
Lido Advisors
California
$1.8M
CIC
106
Cutler Investment Counsel
Oregon
$1.79M
AWM
107
Austin Wealth Management
Texas
$1.79M
AOWM
108
Alpha Omega Wealth Management
Virginia
$1.72M
TRCT
109
Tower Research Capital (TRC)
New York
$1.71M
LAM
110
Lakewood Asset Management
Illinois
$1.71M
HAS
111
HBW Advisory Services
California
$1.7M
SFA
112
Sequoia Financial Advisors
Ohio
$1.69M
EFG
113
Ethos Financial Group
Pennsylvania
$1.66M
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$1.62M
MML Investors Services
115
MML Investors Services
Massachusetts
$1.57M
KFS
116
Kaizen Financial Strategies
California
$1.56M
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$1.52M
CA
118
CoreCap Advisors
Michigan
$1.52M
MSFS
119
Main Street Financial Solutions
Pennsylvania
$1.49M
GS
120
GTS Securities
New York
$1.43M
SAG
121
SageView Advisory Group
California
$1.36M
FFA
122
Farther Finance Advisors
California
$1.35M
Corient Private Wealth
123
Corient Private Wealth
Florida
$1.26M
CPCP
124
Cedar Point Capital Partners
Iowa
$1.25M
TNA
125
True North Advisors
Texas
$1.2M