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Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B 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, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$832K
Jones Financial Companies
152
Jones Financial Companies
Missouri
$831K
JCIA
153
Jackson Creek Investment Advisors
Colorado
$821K
Stifel Financial
154
Stifel Financial
Missouri
$816K
BWM
155
BCS Wealth Management
Tennessee
$801K
TAM
156
Townsend Asset Management
North Carolina
$790K
DWT
157
Dorsey & Whitney Trust
South Dakota
$787K
TFS
158
Thoroughbred Financial Services
Tennessee
$770K
FFN
159
Focus Financial Network
Minnesota
$769K
AWM
160
Axxcess Wealth Management
California
$753K
FAG
161
Financial Architects (Georgia)
Georgia
$740K
QCM
162
Quantinno Capital Management
New York
$739K
AQR Capital Management
163
AQR Capital Management
Connecticut
$737K
CFO
164
CVA Family Office
Colorado
$737K
BPA
165
Beacon Pointe Advisors
California
$734K
WTA
166
Washington Trust Advisors
Massachusetts
$727K
Wealthfront Advisers
167
Wealthfront Advisers
California
$720K
Comerica Bank
168
Comerica Bank
Texas
$718K
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$713K
APW
170
Austin Private Wealth
Texas
$668K
CGH
171
Crossmark Global Holdings
Texas
$654K
SI
172
Stephens Inc
Arkansas
$651K
Neuberger Berman Group
173
Neuberger Berman Group
New York
$648K
HI
174
Harbour Investments
Wisconsin
$636K
LIA
175
LBMC Investment Advisors
Tennessee
$626K