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Schwab Fundamental US Small Company Index ETF

441 hedge funds and large institutions have $7.02B 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, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
BCG
101
Breakwater Capital Group
New Jersey
$2.09M
AWM
102
Apollon Wealth Management
South Carolina
$2.03M
AOWM
103
Alpha Omega Wealth Management
Virginia
$2.02M
MIC
104
Meridian Investment Counsel
California
$1.95M
SA
105
Sanctuary Advisors
Indiana
$1.91M
SFA
106
Sequoia Financial Advisors
Ohio
$1.9M
LAM
107
Lakewood Asset Management
Illinois
$1.83M
VC
108
Vicus Capital
Pennsylvania
$1.8M
MSFS
109
Main Street Financial Solutions
Pennsylvania
$1.75M
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$1.71M
EFG
111
Ethos Financial Group
Pennsylvania
$1.68M
Jane Street
112
Jane Street
New York
$1.58M
KFS
113
Kaizen Financial Strategies
California
$1.55M
FFA
114
Farther Finance Advisors
California
$1.49M
CPCP
115
Cedar Point Capital Partners
Iowa
$1.44M
MML Investors Services
116
MML Investors Services
Massachusetts
$1.42M
SAG
117
SageView Advisory Group
California
$1.35M
CFA
118
Cahill Financial Advisors
Minnesota
$1.35M
Betterment LLC
119
Betterment LLC
New York
$1.34M
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.33M
DP
121
DDD Partners
Washington
$1.31M
AWM
122
Austin Wealth Management
Texas
$1.27M
WP
123
Westmount Partners
California
$1.27M
CA
124
Cambridge Advisors
Nebraska
$1.24M
GFP
125
Guardian Financial Partners
California
$1.2M