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Schwab Fundamental US Small Company Index ETF

421 hedge funds and large institutions have $6.47B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 151 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.3M
2 +$5.74M
3 +$5.09M
4
MWP
Moller Wealth Partners
+$4.58M
5
Goldman Sachs
Goldman Sachs
New York
+$4.47M

Top Sellers

1 -$529M
2 -$20.4M
3 -$17M
4
UBS Group
UBS Group
Switzerland
-$12.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$489K
202
$488K
203
$485K
204
$476K
205
$475K
206
$472K
207
$467K
208
$461K
209
$456K
210
$455K
211
$454K
212
$446K
213
$443K
214
$432K
215
$426K
216
$425K
217
$413K
218
$408K
219
$400K
220
$396K
221
$394K
222
$392K
223
$389K
224
$384K
225
$384K