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Schwab Fundamental US Small Company Index ETF

442 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
STFP
101
Signal Tree Financial Partners
Ohio
$2.1M
BCG
102
Breakwater Capital Group
New Jersey
$2.09M
AWM
103
Apollon Wealth Management
South Carolina
$2.03M
AOWM
104
Alpha Omega Wealth Management
Virginia
$2.02M
MIC
105
Meridian Investment Counsel
California
$1.95M
SA
106
Sanctuary Advisors
Indiana
$1.91M
SFA
107
Sequoia Financial Advisors
Ohio
$1.9M
LAM
108
Lakewood Asset Management
Illinois
$1.83M
VC
109
Vicus Capital
Pennsylvania
$1.8M
MSFS
110
Main Street Financial Solutions
Pennsylvania
$1.75M
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$1.71M
EFG
112
Ethos Financial Group
Pennsylvania
$1.68M
Jane Street
113
Jane Street
New York
$1.58M
KFS
114
Kaizen Financial Strategies
California
$1.55M
FFA
115
Farther Finance Advisors
California
$1.49M
CPCP
116
Cedar Point Capital Partners
Iowa
$1.44M
MML Investors Services
117
MML Investors Services
Massachusetts
$1.42M
SAG
118
SageView Advisory Group
California
$1.35M
CFA
119
Cahill Financial Advisors
Minnesota
$1.35M
Betterment LLC
120
Betterment LLC
New York
$1.34M
Corient Private Wealth
121
Corient Private Wealth
Florida
$1.33M
DP
122
DDD Partners
Washington
$1.31M
AWM
123
Austin Wealth Management
Texas
$1.27M
WP
124
Westmount Partners
California
$1.27M
CA
125
Cambridge Advisors
Nebraska
$1.24M