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Schwab Fundamental US Small Company Index ETF

442 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, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
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
JFG
176
JMG Financial Group
Illinois
$650K
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$639K
QWM
178
Quadcap Wealth Management
Texas
$633K
CPIG
179
Chicago Partners Investment Group
Illinois
$628K
WWA
180
Wingate Wealth Advisors
Massachusetts
$618K
YIH
181
Y-Intercept (HK)
Hong Kong
$604K
CNWM
182
Clay Northam Wealth Management
California
$602K
BGAI
183
Bruce G. Allen Investments
Colorado
$598K
CGH
184
Crossmark Global Holdings
Texas
$586K
TCM
185
Tandem Capital Management
New Jersey
$585K
ONB
186
Old National Bancorp
Indiana
$579K
TWP
187
Tempus Wealth Planning
California
$576K
CFGA
188
Cambridge Financial Group (Arizona)
Arizona
$570K
WF
189
Warner Financial
Maryland
$569K
WRPWM
190
Werba Rubin Papier Wealth Management
California
$566K
JLBC
191
J.L. Bainbridge & Co
Florida
$566K
CIAS
192
Capital Investment Advisory Services
North Carolina
$564K
DAS
193
Dynamic Advisor Solutions
Arizona
$542K
OCG
194
Opus Capital Group
Ohio
$535K
FSWA
195
Financial Synergies Wealth Advisors
Texas
$532K
1L
196
10Elms LLP
Oklahoma
$513K
SFG
197
Sowa Financial Group
Rhode Island
$512K
GSC
198
Ground Swell Capital
South Carolina
$512K
B
199
Bailard
California
$508K
PWM
200
Perigon Wealth Management
California
$508K