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Schwab Fundamental US Small Company Index ETF

443 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, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
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
MWM
176
Modera Wealth Management
New Jersey
$657K
JFG
177
JMG Financial Group
Illinois
$650K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$639K
QWM
179
Quadcap Wealth Management
Texas
$633K
CPIG
180
Chicago Partners Investment Group
Illinois
$628K
WWA
181
Wingate Wealth Advisors
Massachusetts
$618K
YIH
182
Y-Intercept (HK)
Hong Kong
$604K
CNWM
183
Clay Northam Wealth Management
California
$602K
BGAI
184
Bruce G. Allen Investments
Colorado
$598K
CGH
185
Crossmark Global Holdings
Texas
$586K
TCM
186
Tandem Capital Management
New Jersey
$585K
ONB
187
Old National Bancorp
Indiana
$579K
TWP
188
Tempus Wealth Planning
California
$576K
CFGA
189
Cambridge Financial Group (Arizona)
Arizona
$570K
WF
190
Warner Financial
Maryland
$569K
WRPWM
191
Werba Rubin Papier Wealth Management
California
$566K
JLBC
192
J.L. Bainbridge & Co
Florida
$566K
CIAS
193
Capital Investment Advisory Services
North Carolina
$564K
DAS
194
Dynamic Advisor Solutions
Arizona
$542K
OCG
195
Opus Capital Group
Ohio
$535K
FSWA
196
Financial Synergies Wealth Advisors
Texas
$532K
1L
197
10Elms LLP
Oklahoma
$513K
SFG
198
Sowa Financial Group
Rhode Island
$512K
GSC
199
Ground Swell Capital
South Carolina
$512K
B
200
Bailard
California
$508K