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Schwab Fundamental US Small Company Index ETF

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCIA
151
Jackson Creek Investment Advisors
Colorado
$821K +$17K +593 +2%
Stifel Financial
152
Stifel Financial
Missouri
$816K +$77.8K +2,714 +11%
BWM
153
BCS Wealth Management
Tennessee
$801K +$144K +5,022 +22%
TAM
154
Townsend Asset Management
North Carolina
$790K -$48.7K -1,701 -6%
DWT
155
Dorsey & Whitney Trust
South Dakota
$787K
TFS
156
Thoroughbred Financial Services
Tennessee
$770K -$45.4K -1,585 -6%
FFN
157
Focus Financial Network
Minnesota
$769K +$112K +3,911 +17%
AWM
158
Axxcess Wealth Management
California
$753K -$62.7K -2,190 -8%
FAG
159
Financial Architects (Georgia)
Georgia
$740K +$740K +25,825 New
QCM
160
Quantinno Capital Management
New York
$739K +$434K +15,144 +142%
AQR Capital Management
161
AQR Capital Management
Connecticut
$737K -$6.05K -211 -0.8%
CFO
162
CVA Family Office
Colorado
$737K +$258 +9 +0%
BPA
163
Beacon Pointe Advisors
California
$734K -$50.5K -1,764 -6%
WTA
164
Washington Trust Advisors
Massachusetts
$727K
Wealthfront Advisers
165
Wealthfront Advisers
California
$720K -$281K -9,808 -28%
Comerica Bank
166
Comerica Bank
Texas
$718K -$53.1K -1,853 -7%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$713K -$205K -7,164 -22%
APW
168
Austin Private Wealth
Texas
$668K -$55K -1,919 -8%
CGH
169
Crossmark Global Holdings
Texas
$654K -$44.5K -1,553 -6%
SI
170
Stephens Inc
Arkansas
$651K +$49.6K +1,732 +8%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$648K -$30.3K -1,056 -4%
HI
172
Harbour Investments
Wisconsin
$636K +$102K +3,569 +19%
LIA
173
LBMC Investment Advisors
Tennessee
$626K
CCA
174
Clarity Capital Advisors
Florida
$620K +$1.58K +55 +0.3%
Jane Street
175
Jane Street
New York
$614K +$614K +21,418 New