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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
126
Betterment LLC
New York
$1.17M
CFA
127
Cahill Financial Advisors
Minnesota
$1.16M
WP
128
Westmount Partners
California
$1.16M
DP
129
DDD Partners
Washington
$1.15M
BC
130
Brio Consultants
California
$1.15M
CA
131
Cambridge Advisors
Nebraska
$1.14M
HWM
132
HB Wealth Management
Georgia
$1.1M
WSFS
133
Wilmington Savings Fund Society
Delaware
$1.08M
CWM
134
Congress Wealth Management
Massachusetts
$1.07M
GFP
135
Guardian Financial Partners
California
$1.06M
EWA
136
EP Wealth Advisors
California
$1.05M
HFS
137
Howard Financial Services
Texas
$1.05M
HF
138
HRT Financial
New York
$1.01M
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$1M
CA
140
CGN Advisors
Kansas
$997K
ADL
141
Asset Dedication LLC
California
$992K
PWPS
142
Pinnacle Wealth Planning Services
Ohio
$989K
RMF
143
Red Mountain Financial
Colorado
$982K
IC
144
IEQ Capital
California
$948K
LIM
145
Leavell Investment Management
Alabama
$934K
EWM
146
Empirical Wealth Management
Washington
$913K
HAP
147
Harbor Asset Planning
Massachusetts
$905K
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$858K
SOS
149
Silver Oak Securities
Tennessee
$839K
MA
150
Mutual Advisors
Nebraska
$832K