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Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
WSFS
126
Wilmington Savings Fund Society
Delaware
$1.17M
BWM
127
BCS Wealth Management
Tennessee
$1.15M
HFS
128
Howard Financial Services
Texas
$1.15M
IC
129
IEQ Capital
California
$1.14M
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$1.13M
AQR Capital Management
131
AQR Capital Management
Connecticut
$1.12M
HWM
132
HB Wealth Management
Georgia
$1.11M
RMF
133
Red Mountain Financial
Colorado
$1.1M
CA
134
CGN Advisors
Kansas
$1.08M
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$1.08M
PMG
136
ProVise Management Group
Florida
$1.04M
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.04M
HAP
138
Harbor Asset Planning
Massachusetts
$988K
Jones Financial Companies
139
Jones Financial Companies
Missouri
$960K
QCM
140
Quantinno Capital Management
New York
$959K
BC
141
Brio Consultants
California
$936K
Wealthfront Advisers
142
Wealthfront Advisers
California
$920K
LIM
143
Leavell Investment Management
Alabama
$918K
SOS
144
Silver Oak Securities
Tennessee
$900K
BAMG
145
Brand Asset Management Group
Missouri
$899K
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$872K
QC
147
Quadrature Capital
United Kingdom
$869K
MA
148
Mutual Advisors
Nebraska
$867K
Stifel Financial
149
Stifel Financial
Missouri
$866K
DWT
150
Dorsey & Whitney Trust
South Dakota
$856K