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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
SOS
126
Silver Oak Securities
Tennessee
$1.42M
Betterment LLC
127
Betterment LLC
New York
$1.41M
TNA
128
True North Advisors
Texas
$1.38M
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$1.38M
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$1.37M
DP
131
DDD Partners
Washington
$1.37M
SAG
132
SageView Advisory Group
California
$1.32M
GFP
133
Guardian Financial Partners
California
$1.28M
WP
134
Westmount Partners
California
$1.27M
CA
135
Cambridge Advisors
Nebraska
$1.27M
AWM
136
Austin Wealth Management
Texas
$1.19M
WSFS
137
Wilmington Savings Fund Society
Delaware
$1.19M
ADL
138
Asset Dedication LLC
California
$1.18M
HFS
139
Howard Financial Services
Texas
$1.16M
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$1.16M
IC
141
IEQ Capital
California
$1.16M
EWM
142
Empirical Wealth Management
Washington
$1.15M
HWM
143
HB Wealth Management
Georgia
$1.14M
RMF
144
Red Mountain Financial
Colorado
$1.13M
Goldman Sachs
145
Goldman Sachs
New York
$1.12M
Wealthfront Advisers
146
Wealthfront Advisers
California
$1.1M
CA
147
CGN Advisors
Kansas
$1.1M
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$1.09M
PWPS
149
Pinnacle Wealth Planning Services
Ohio
$1.07M
MML Investors Services
150
MML Investors Services
Massachusetts
$1.05M