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Schwab Fundamental US Small Company Index ETF

441 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 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$639K
QWM
177
Quadcap Wealth Management
Texas
$633K
CPIG
178
Chicago Partners Investment Group
Illinois
$628K
WWA
179
Wingate Wealth Advisors
Massachusetts
$618K
YIH
180
Y-Intercept (HK)
Hong Kong
$604K
CNWM
181
Clay Northam Wealth Management
California
$602K
BGAI
182
Bruce G. Allen Investments
Colorado
$598K
CGH
183
Crossmark Global Holdings
Texas
$586K
TCM
184
Tandem Capital Management
New Jersey
$585K
ONB
185
Old National Bancorp
Indiana
$579K
TWP
186
Tempus Wealth Planning
California
$576K
CFGA
187
Cambridge Financial Group (Arizona)
Arizona
$570K
WF
188
Warner Financial
Maryland
$569K
WRPWM
189
Werba Rubin Papier Wealth Management
California
$566K
JLBC
190
J.L. Bainbridge & Co
Florida
$566K
CIAS
191
Capital Investment Advisory Services
North Carolina
$564K
DAS
192
Dynamic Advisor Solutions
Arizona
$542K
OCG
193
Opus Capital Group
Ohio
$535K
FSWA
194
Financial Synergies Wealth Advisors
Texas
$532K
1L
195
10Elms LLP
Oklahoma
$513K
SFG
196
Sowa Financial Group
Rhode Island
$512K
GSC
197
Ground Swell Capital
South Carolina
$512K
B
198
Bailard
California
$508K
PWM
199
Perigon Wealth Management
California
$508K
JAG
200
Journey Advisory Group
Kentucky
$507K