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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
176
Jane Street
New York
$614K
JFG
177
JMG Financial Group
Illinois
$597K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$590K
QWM
179
Quadcap Wealth Management
Texas
$582K
HIP
180
HUB Investment Partners
Texas
$581K
YIH
181
Y-Intercept (HK)
Hong Kong
$577K
JAG
182
Journey Advisory Group
Kentucky
$562K
CNWM
183
Clay Northam Wealth Management
California
$554K
BGAI
184
Bruce G. Allen Investments
Colorado
$553K
AV
185
Aspiring Ventures
Ohio
$551K
MWM
186
Modera Wealth Management
New Jersey
$546K
TCM
187
Tandem Capital Management
New Jersey
$538K
CPIG
188
Chicago Partners Investment Group
Illinois
$536K
ONB
189
Old National Bancorp
Indiana
$533K
CFGA
190
Cambridge Financial Group (Arizona)
Arizona
$524K
WF
191
Warner Financial
Maryland
$523K
WRPWM
192
Werba Rubin Papier Wealth Management
California
$520K
CIAS
193
Capital Investment Advisory Services
North Carolina
$518K
LFG
194
Larson Financial Group
Missouri
$516K
JLBC
195
J.L. Bainbridge & Co
Florida
$511K
TSS
196
Two Sigma Securities
New York
$506K
HS
197
Horan Securities
United States
$494K
OCG
198
Opus Capital Group
Ohio
$492K
FSWA
199
Financial Synergies Wealth Advisors
Texas
$489K
TWP
200
Tempus Wealth Planning
California
$488K