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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B 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, 141 reducing their positions, and 39 closing their positions.

Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
126
Cahill Financial Advisors
Minnesota
$1.16M +$30.4K +1,062 +3%
WP
127
Westmount Partners
California
$1.16M
DP
128
DDD Partners
Washington
$1.15M +$21.1K +735 +2%
BC
129
Brio Consultants
California
$1.15M +$1.15M +40,060 New
CA
130
Cambridge Advisors
Nebraska
$1.14M -$399K -13,942 -26%
HWM
131
HB Wealth Management
Georgia
$1.1M -$268K -9,341 -20%
WSFS
132
Wilmington Savings Fund Society
Delaware
$1.08M
CWM
133
Congress Wealth Management
Massachusetts
$1.07M -$32K -1,117 -3%
GFP
134
Guardian Financial Partners
California
$1.06M +$146K +5,082 +16%
EWA
135
EP Wealth Advisors
California
$1.05M -$60.7K -2,118 -5%
HFS
136
Howard Financial Services
Texas
$1.05M +$1.43K +50 +0.1%
HF
137
HRT Financial
New York
$1.01M +$1.01M +35,234 New
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$1M +$91.7K +3,200 +10%
CA
139
CGN Advisors
Kansas
$997K +$1.55K +54 +0.2%
ADL
140
Asset Dedication LLC
California
$992K -$1.35K -47 -0.1%
PWPS
141
Pinnacle Wealth Planning Services
Ohio
$989K +$989K +34,534 New
RMF
142
Red Mountain Financial
Colorado
$982K +$2.12K +74 +0.2%
IC
143
IEQ Capital
California
$948K -$205K -7,162 -18%
LIM
144
Leavell Investment Management
Alabama
$934K -$101K -3,510 -10%
EWM
145
Empirical Wealth Management
Washington
$913K -$5.3K -185 -0.6%
HAP
146
Harbor Asset Planning
Massachusetts
$905K +$905K +31,592 New
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$858K -$21.6M -753,628 -96%
SOS
148
Silver Oak Securities
Tennessee
$839K +$2.41K +84 +0.3%
MA
149
Mutual Advisors
Nebraska
$832K +$27.7K +923 +3%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$831K +$313K +10,912 +60%