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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
$718K
AWM
177
Axxcess Wealth Management
California
$713K
LIA
178
LBMC Investment Advisors
Tennessee
$689K
CCA
179
Clarity Capital Advisors
Florida
$687K
APW
180
Austin Private Wealth
Texas
$673K
MWM
181
Modera Wealth Management
New Jersey
$665K
BGAI
182
Bruce G. Allen Investments
Colorado
$653K
QWM
183
Quadcap Wealth Management
Texas
$640K
BVP
184
Bristlecone Value Partners
California
$636K
VT
185
Vise Technologies
New York
$634K
JIC
186
Johnson Investment Counsel
Ohio
$630K
WWA
187
Wingate Wealth Advisors
Massachusetts
$626K
Millennium Management
188
Millennium Management
New York
$621K
CNWM
189
Clay Northam Wealth Management
California
$609K
TWP
190
Tempus Wealth Planning
California
$602K
Vanguard Group
191
Vanguard Group
Pennsylvania
$594K
TCM
192
Tandem Capital Management
New Jersey
$592K
ONB
193
Old National Bancorp
Indiana
$586K
CPIG
194
Chicago Partners Investment Group
Illinois
$580K
WF
195
Warner Financial
Maryland
$576K
CIAS
196
Capital Investment Advisory Services
North Carolina
$573K
WRPWM
197
Werba Rubin Papier Wealth Management
California
$572K
DAS
198
Dynamic Advisor Solutions
Arizona
$567K
JLBC
199
J.L. Bainbridge & Co
Florida
$567K
CFGA
200
Cambridge Financial Group (Arizona)
Arizona
$543K