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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
ADL
126
Asset Dedication LLC
California
$1.2M
EWM
127
Empirical Wealth Management
Washington
$1.19M
WSFS
128
Wilmington Savings Fund Society
Delaware
$1.17M
BWM
129
BCS Wealth Management
Tennessee
$1.15M
HFS
130
Howard Financial Services
Texas
$1.15M
IC
131
IEQ Capital
California
$1.14M
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$1.13M
AQR Capital Management
133
AQR Capital Management
Connecticut
$1.12M
HWM
134
HB Wealth Management
Georgia
$1.11M
RMF
135
Red Mountain Financial
Colorado
$1.1M
CA
136
CGN Advisors
Kansas
$1.08M
PWPS
137
Pinnacle Wealth Planning Services
Ohio
$1.08M
PMG
138
ProVise Management Group
Florida
$1.04M
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$1.04M
HAP
140
Harbor Asset Planning
Massachusetts
$988K
Jones Financial Companies
141
Jones Financial Companies
Missouri
$960K
QCM
142
Quantinno Capital Management
New York
$959K
BC
143
Brio Consultants
California
$936K
Wealthfront Advisers
144
Wealthfront Advisers
California
$920K
LIM
145
Leavell Investment Management
Alabama
$918K
SOS
146
Silver Oak Securities
Tennessee
$900K
BAMG
147
Brand Asset Management Group
Missouri
$899K
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$872K
QC
149
Quadrature Capital
United Kingdom
$869K
MA
150
Mutual Advisors
Nebraska
$867K