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Schwab Fundamental US Small Company Index ETF

441 hedge funds and large institutions have $7.02B 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, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
Stifel Financial
151
Stifel Financial
Missouri
$866K
DWT
152
Dorsey & Whitney Trust
South Dakota
$856K
BPA
153
Beacon Pointe Advisors
California
$852K
FFN
154
Focus Financial Network
Minnesota
$826K
TFS
155
Thoroughbred Financial Services
Tennessee
$813K
FAG
156
Financial Architects (Georgia)
Georgia
$805K
Empower Advisory Group
157
Empower Advisory Group
Colorado
$804K
HI
158
Harbour Investments
Wisconsin
$803K
CA
159
CoreCap Advisors
Michigan
$793K
WTA
160
Washington Trust Advisors
Massachusetts
$787K
Comerica Bank
161
Comerica Bank
Texas
$777K
AWM
162
Axxcess Wealth Management
California
$739K
SI
163
Stephens Inc
Arkansas
$736K
TAM
164
Townsend Asset Management
North Carolina
$733K
CFO
165
CVA Family Office
Colorado
$731K
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$713K
Neuberger Berman Group
167
Neuberger Berman Group
New York
$705K
APW
168
Austin Private Wealth
Texas
$702K
Two Sigma Investments
169
Two Sigma Investments
New York
$689K
LIA
170
LBMC Investment Advisors
Tennessee
$681K
CCA
171
Clarity Capital Advisors
Florida
$676K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$674K
Baird Financial Group
173
Baird Financial Group
Wisconsin
$665K
MWM
174
Modera Wealth Management
New Jersey
$657K
JFG
175
JMG Financial Group
Illinois
$650K