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Schwab Fundamental US Small Company Index ETF

423 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, 153 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
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 +$24.3M
2 +$5.74M
3 +$5.09M
4
MWP
Moller Wealth Partners
+$4.58M
5
Goldman Sachs
Goldman Sachs
New York
+$4.47M

Top Sellers

1 -$529M
2 -$20.4M
3 -$17M
4
UBS Group
UBS Group
Switzerland
-$12.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$636K
177
$626K
178
$620K
179
$614K
180
$597K
181
$590K
182
$582K
183
$581K
184
$577K
185
$562K
186
$554K
187
$553K
188
$551K
189
$546K
190
$538K
191
$536K
192
$535K
193
$533K
194
$524K
195
$523K
196
$520K
197
$518K
198
$516K
199
$511K
200
$506K