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Schwab Fundamental US Small Company Index ETF

442 hedge funds and large institutions have $7.03B 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, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
MA
151
Mutual Advisors
Nebraska
$867K
Stifel Financial
152
Stifel Financial
Missouri
$866K
DWT
153
Dorsey & Whitney Trust
South Dakota
$856K
BPA
154
Beacon Pointe Advisors
California
$852K
FFN
155
Focus Financial Network
Minnesota
$826K
TFS
156
Thoroughbred Financial Services
Tennessee
$813K
FAG
157
Financial Architects (Georgia)
Georgia
$805K
Empower Advisory Group
158
Empower Advisory Group
Colorado
$804K
HI
159
Harbour Investments
Wisconsin
$803K
CA
160
CoreCap Advisors
Michigan
$793K
WTA
161
Washington Trust Advisors
Massachusetts
$787K
Comerica Bank
162
Comerica Bank
Texas
$777K
AWM
163
Axxcess Wealth Management
California
$739K
SI
164
Stephens Inc
Arkansas
$736K
TAM
165
Townsend Asset Management
North Carolina
$733K
CFO
166
CVA Family Office
Colorado
$731K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$713K
Neuberger Berman Group
168
Neuberger Berman Group
New York
$705K
APW
169
Austin Private Wealth
Texas
$702K
Two Sigma Investments
170
Two Sigma Investments
New York
$689K
LIA
171
LBMC Investment Advisors
Tennessee
$681K
CCA
172
Clarity Capital Advisors
Florida
$676K
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$674K
Baird Financial Group
174
Baird Financial Group
Wisconsin
$665K
MWM
175
Modera Wealth Management
New Jersey
$657K