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Schwab Fundamental US Small Company Index ETF

443 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, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
NSG
161
Nalls Sherbakoff Group
Tennessee
$790K
WTA
162
Washington Trust Advisors
Massachusetts
$787K
Comerica Bank
163
Comerica Bank
Texas
$777K
AWM
164
Axxcess Wealth Management
California
$739K
SI
165
Stephens Inc
Arkansas
$736K
TAM
166
Townsend Asset Management
North Carolina
$733K
CFO
167
CVA Family Office
Colorado
$731K
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$713K
Neuberger Berman Group
169
Neuberger Berman Group
New York
$705K
APW
170
Austin Private Wealth
Texas
$702K
Two Sigma Investments
171
Two Sigma Investments
New York
$689K
LIA
172
LBMC Investment Advisors
Tennessee
$681K
CCA
173
Clarity Capital Advisors
Florida
$676K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$674K
Baird Financial Group
175
Baird Financial Group
Wisconsin
$665K