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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
PMG
151
ProVise Management Group
Florida
$1.04M
Jones Financial Companies
152
Jones Financial Companies
Missouri
$1.02M
HAP
153
Harbor Asset Planning
Massachusetts
$1.02M
SWM
154
SHP Wealth Management
Massachusetts
$1.01M
EGM
155
Engineers Gate Manager
New York
$1.01M
BAMG
156
Brand Asset Management Group
Missouri
$998K
MA
157
Mutual Advisors
Nebraska
$976K
BPA
158
Beacon Pointe Advisors
California
$969K
BC
159
Brio Consultants
California
$937K
EFG
160
Ethos Financial Group
Pennsylvania
$916K
Stifel Financial
161
Stifel Financial
Missouri
$893K
FAG
162
Financial Architects (Georgia)
Georgia
$889K
LIM
163
Leavell Investment Management
Alabama
$866K
DWT
164
Dorsey & Whitney Trust
South Dakota
$865K
Baird Financial Group
165
Baird Financial Group
Wisconsin
$863K
TFS
166
Thoroughbred Financial Services
Tennessee
$822K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$810K
FFN
168
Focus Financial Network
Minnesota
$802K
Comerica Bank
169
Comerica Bank
Texas
$799K
HI
170
Harbour Investments
Wisconsin
$796K
WTA
171
Washington Trust Advisors
Massachusetts
$788K
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$764K
SI
173
Stephens Inc
Arkansas
$745K
TAM
174
Townsend Asset Management
North Carolina
$742K
CFO
175
CVA Family Office
Colorado
$740K