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Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
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
CPIG
176
Chicago Partners Investment Group
Illinois
$628K
WWA
177
Wingate Wealth Advisors
Massachusetts
$618K
YIH
178
Y-Intercept (HK)
Hong Kong
$604K
CNWM
179
Clay Northam Wealth Management
California
$602K
BGAI
180
Bruce G. Allen Investments
Colorado
$598K
CGH
181
Crossmark Global Holdings
Texas
$586K
TCM
182
Tandem Capital Management
New Jersey
$585K
ONB
183
Old National Bancorp
Indiana
$579K
TWP
184
Tempus Wealth Planning
California
$576K
CFGA
185
Cambridge Financial Group (Arizona)
Arizona
$570K
WF
186
Warner Financial
Maryland
$569K
WRPWM
187
Werba Rubin Papier Wealth Management
California
$566K
JLBC
188
J.L. Bainbridge & Co
Florida
$566K
CIAS
189
Capital Investment Advisory Services
North Carolina
$564K
DAS
190
Dynamic Advisor Solutions
Arizona
$542K
OCG
191
Opus Capital Group
Ohio
$535K
FSWA
192
Financial Synergies Wealth Advisors
Texas
$532K
1L
193
10Elms LLP
Oklahoma
$513K
SFG
194
Sowa Financial Group
Rhode Island
$512K
GSC
195
Ground Swell Capital
South Carolina
$512K
B
196
Bailard
California
$508K
PWM
197
Perigon Wealth Management
California
$508K
JAG
198
Journey Advisory Group
Kentucky
$507K
CAM
199
Cidel Asset Management
Ontario, Canada
$501K
PA
200
PFG Advisors
Arizona
$500K