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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
IA
101
IFP Advisors
Florida
$2.32M
CIC
102
Cutler Investment Counsel
Oregon
$2.26M
FCMT
103
Founders Capital Management (Texas)
Texas
$2.25M
KLI
104
Kelman-Lazarov Inc
Tennessee
$2.19M
MIC
105
Meridian Investment Counsel
California
$2.15M
STFP
106
Signal Tree Financial Partners
Ohio
$2.14M
AOWM
107
Alpha Omega Wealth Management
Virginia
$2.09M
LSWP
108
Liberty Square Wealth Partners
Pennsylvania
$1.96M
SA
109
Sanctuary Advisors
Indiana
$1.96M
MSFS
110
Main Street Financial Solutions
Pennsylvania
$1.96M
BCI
111
Brinker Capital Investments
Pennsylvania
$1.95M
AWM
112
Apollon Wealth Management
South Carolina
$1.91M
AQR Capital Management
113
AQR Capital Management
Connecticut
$1.89M
WF
114
Williams Financial
Vermont
$1.78M
EWA
115
EP Wealth Advisors
California
$1.75M
CPCP
116
Cedar Point Capital Partners
Iowa
$1.75M
SFA
117
Sequoia Financial Advisors
Ohio
$1.75M
LAM
118
Lakewood Asset Management
Illinois
$1.75M
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$1.66M
CFA
120
Cahill Financial Advisors
Minnesota
$1.61M
KFS
121
Kaizen Financial Strategies
California
$1.58M
VC
122
Vicus Capital
Pennsylvania
$1.57M
SL
123
Summitry LLC
California
$1.53M
BFP
124
Birchwood Financial Partners
Minnesota
$1.48M
BWS
125
BFI Wealth Solutions
Texas
$1.48M