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Schwab Fundamental US Small Company Index ETF
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Overview Fund Activity

418 hedge funds and large institutions have $6.44B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AlphaCore Capital
California
$25.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.22M
3
PC
Prairiewood Capital
North Dakota
$50.3M
4
MWP
Moller Wealth Partners
$36.8M
5
Goldman Sachs
Goldman Sachs
New York
$5.01M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.18B
2
SF
Symphony Financial
Texas
$263K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.36M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$858K
5
AA
ALPS Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
201
Wedmont Private Capital
Pennsylvania
$475K +$8.23K +277 +2%
1L
202
10Elms LLP
Oklahoma
$472K -$12.9K -450 -3%
B
203
Bailard
California
$467K -$68.8K -2,400 -13%
CAM
204
Cidel Asset Management
Ontario, Canada
$461K -$30.4K -1,061 -6%
DAS
205
Dynamic Advisor Solutions
Arizona
$456K +$12.5K +436 +3%
ECM
206
Evergreen Capital Management
Washington
$455K +$86 +3 +0%
SAI
207
Savvy Advisors Inc
New York
$454K +$121K +4,239 +36%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$446K +$287 +10 +0.1%
PWM
209
Perigon Wealth Management
California
$443K +$57 +2 +0%
LPAM
210
Lodestar Private Asset Management
California
$432K +$30.1K +1,051 +7%
JIC
211
Johnson Investment Counsel
Ohio
$426K -$13.9K -486 -3%
CWA
212
Clearview Wealth Advisors
Oregon
$425K +$22.7K +792 +6%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$413K -$806K -28,135 -66%
AG
214
AlTi Global
New York
$408K +$1.03K +36 +0.3%
PA
215
Parallel Advisors
California
$400K +$30.9K +1,077 +8%
WWA
216
Wingate Wealth Advisors
Massachusetts
$396K +$396K +13,824 New
BJL
217
Brighton Jones LLC
Washington
$394K +$27.8K +972 +8%
CP
218
Creekside Partners
California
$392K -$3.07K -107 -0.8%
CAMG
219
CWA Asset Management Group
Florida
$389K +$10.2K +357 +3%
RWM
220
Riverchase Wealth Management
Texas
$384K -$107K -3,737 -22%
CRC
221
Curi RMB Capital
Illinois
$384K +$384K +13,399 New
BAWC
222
Boyce & Associates Wealth Consulting
Texas
$383K +$44.4K +1,549 +13%
KAS
223
Kestra Advisory Services
Texas
$366K -$10.7K -373 -3%
Northern Trust
224
Northern Trust
Illinois
$363K +$4.79K +167 +1%
MCM
225
Mengis Capital Management
Oregon
$362K -$22.9K -799 -6%
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