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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
CIC
101
Cutler Investment Counsel
Oregon
$2.26M
FCMT
102
Founders Capital Management (Texas)
Texas
$2.25M
KLI
103
Kelman-Lazarov Inc
Tennessee
$2.19M
MIC
104
Meridian Investment Counsel
California
$2.15M
STFP
105
Signal Tree Financial Partners
Ohio
$2.14M
AOWM
106
Alpha Omega Wealth Management
Virginia
$2.09M
LSWP
107
Liberty Square Wealth Partners
Pennsylvania
$1.96M
SA
108
Sanctuary Advisors
Indiana
$1.96M
MSFS
109
Main Street Financial Solutions
Pennsylvania
$1.96M
BCI
110
Brinker Capital Investments
Pennsylvania
$1.95M
AWM
111
Apollon Wealth Management
South Carolina
$1.91M
AQR Capital Management
112
AQR Capital Management
Connecticut
$1.89M
WF
113
Williams Financial
Vermont
$1.78M
EWA
114
EP Wealth Advisors
California
$1.75M
CPCP
115
Cedar Point Capital Partners
Iowa
$1.75M
SFA
116
Sequoia Financial Advisors
Ohio
$1.75M
LAM
117
Lakewood Asset Management
Illinois
$1.75M
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$1.66M
CFA
119
Cahill Financial Advisors
Minnesota
$1.61M
KFS
120
Kaizen Financial Strategies
California
$1.58M
VC
121
Vicus Capital
Pennsylvania
$1.57M
SL
122
Summitry LLC
California
$1.53M
BFP
123
Birchwood Financial Partners
Minnesota
$1.48M
BWS
124
BFI Wealth Solutions
Texas
$1.48M
SOS
125
Silver Oak Securities
Tennessee
$1.42M