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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
Betterment LLC
126
Betterment LLC
New York
$1.41M
TNA
127
True North Advisors
Texas
$1.38M
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$1.38M
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$1.37M
DP
130
DDD Partners
Washington
$1.37M
SAG
131
SageView Advisory Group
California
$1.32M
GFP
132
Guardian Financial Partners
California
$1.28M
WP
133
Westmount Partners
California
$1.27M
CA
134
Cambridge Advisors
Nebraska
$1.27M
AWM
135
Austin Wealth Management
Texas
$1.19M
WSFS
136
Wilmington Savings Fund Society
Delaware
$1.19M
ADL
137
Asset Dedication LLC
California
$1.18M
HFS
138
Howard Financial Services
Texas
$1.16M
Tudor Investment Corp
139
Tudor Investment Corp
Connecticut
$1.16M
IC
140
IEQ Capital
California
$1.16M
EWM
141
Empirical Wealth Management
Washington
$1.15M
HWM
142
HB Wealth Management
Georgia
$1.14M
RMF
143
Red Mountain Financial
Colorado
$1.13M
Goldman Sachs
144
Goldman Sachs
New York
$1.12M
Wealthfront Advisers
145
Wealthfront Advisers
California
$1.1M
CA
146
CGN Advisors
Kansas
$1.1M
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$1.09M
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$1.07M
MML Investors Services
149
MML Investors Services
Massachusetts
$1.05M
PMG
150
ProVise Management Group
Florida
$1.04M