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Schwab Fundamental US Small Company Index ETF

442 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
GFP
126
Guardian Financial Partners
California
$1.2M
ADL
127
Asset Dedication LLC
California
$1.2M
EWM
128
Empirical Wealth Management
Washington
$1.19M
WSFS
129
Wilmington Savings Fund Society
Delaware
$1.17M
BWM
130
BCS Wealth Management
Tennessee
$1.15M
HFS
131
Howard Financial Services
Texas
$1.15M
IC
132
IEQ Capital
California
$1.14M
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.13M
AQR Capital Management
134
AQR Capital Management
Connecticut
$1.12M
HWM
135
HB Wealth Management
Georgia
$1.11M
RMF
136
Red Mountain Financial
Colorado
$1.1M
CA
137
CGN Advisors
Kansas
$1.08M
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$1.08M
PMG
139
ProVise Management Group
Florida
$1.04M
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1.04M
HAP
141
Harbor Asset Planning
Massachusetts
$988K
Jones Financial Companies
142
Jones Financial Companies
Missouri
$960K
QCM
143
Quantinno Capital Management
New York
$959K
BC
144
Brio Consultants
California
$936K
Wealthfront Advisers
145
Wealthfront Advisers
California
$920K
LIM
146
Leavell Investment Management
Alabama
$918K
SOS
147
Silver Oak Securities
Tennessee
$900K
BAMG
148
Brand Asset Management Group
Missouri
$899K
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$872K
QC
150
Quadrature Capital
United Kingdom
$869K