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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
PMG
126
ProVise Management Group
Florida
$1.19M
Betterment LLC
127
Betterment LLC
New York
$1.17M
CFA
128
Cahill Financial Advisors
Minnesota
$1.16M
WP
129
Westmount Partners
California
$1.16M
DP
130
DDD Partners
Washington
$1.15M
BC
131
Brio Consultants
California
$1.15M
CA
132
Cambridge Advisors
Nebraska
$1.14M
HWM
133
HB Wealth Management
Georgia
$1.1M
WSFS
134
Wilmington Savings Fund Society
Delaware
$1.08M
CWM
135
Congress Wealth Management
Massachusetts
$1.07M
GFP
136
Guardian Financial Partners
California
$1.06M
EWA
137
EP Wealth Advisors
California
$1.05M
HFS
138
Howard Financial Services
Texas
$1.05M
HF
139
HRT Financial
New York
$1.01M
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1M
CA
141
CGN Advisors
Kansas
$997K
ADL
142
Asset Dedication LLC
California
$992K
PWPS
143
Pinnacle Wealth Planning Services
Ohio
$989K
RMF
144
Red Mountain Financial
Colorado
$982K
IC
145
IEQ Capital
California
$948K
LIM
146
Leavell Investment Management
Alabama
$934K
EWM
147
Empirical Wealth Management
Washington
$913K
HAP
148
Harbor Asset Planning
Massachusetts
$905K
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$858K
SOS
150
Silver Oak Securities
Tennessee
$839K