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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
Neuberger Berman Group
176
Neuberger Berman Group
New York
$739K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$737K
JFG
178
JMG Financial Group
Illinois
$718K
AWM
179
Axxcess Wealth Management
California
$713K
LIA
180
LBMC Investment Advisors
Tennessee
$689K
CCA
181
Clarity Capital Advisors
Florida
$687K
APW
182
Austin Private Wealth
Texas
$673K
MWM
183
Modera Wealth Management
New Jersey
$665K
BGAI
184
Bruce G. Allen Investments
Colorado
$653K
NSG
185
Nalls Sherbakoff Group
Tennessee
$650K
QWM
186
Quadcap Wealth Management
Texas
$640K
BVP
187
Bristlecone Value Partners
California
$636K
VT
188
Vise Technologies
New York
$634K
JIC
189
Johnson Investment Counsel
Ohio
$630K
WWA
190
Wingate Wealth Advisors
Massachusetts
$626K
Millennium Management
191
Millennium Management
New York
$621K
CNWM
192
Clay Northam Wealth Management
California
$609K
TWP
193
Tempus Wealth Planning
California
$602K
Vanguard Group
194
Vanguard Group
Pennsylvania
$594K
TCM
195
Tandem Capital Management
New Jersey
$592K
ONB
196
Old National Bancorp
Indiana
$586K
CPIG
197
Chicago Partners Investment Group
Illinois
$580K
WF
198
Warner Financial
Maryland
$576K
CIAS
199
Capital Investment Advisory Services
North Carolina
$573K
WRPWM
200
Werba Rubin Papier Wealth Management
California
$572K