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Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B 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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
201
Vanguard Group
Pennsylvania
$485K
SFG
202
Sowa Financial Group
Rhode Island
$476K
WPC
203
Wedmont Private Capital
Pennsylvania
$475K
1L
204
10Elms LLP
Oklahoma
$472K
B
205
Bailard
California
$467K
CAM
206
Cidel Asset Management
Ontario, Canada
$461K
DAS
207
Dynamic Advisor Solutions
Arizona
$456K
ECM
208
Evergreen Capital Management
Washington
$455K
SAI
209
Savvy Advisors Inc
New York
$454K
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$446K
PWM
211
Perigon Wealth Management
California
$443K
LPAM
212
Lodestar Private Asset Management
California
$432K
JIC
213
Johnson Investment Counsel
Ohio
$426K
CWA
214
Clearview Wealth Advisors
Oregon
$425K
Baird Financial Group
215
Baird Financial Group
Wisconsin
$413K
AG
216
AlTi Global
New York
$408K
PA
217
Parallel Advisors
California
$400K
WWA
218
Wingate Wealth Advisors
Massachusetts
$396K
BJL
219
Brighton Jones LLC
Washington
$394K
CP
220
Creekside Partners
California
$392K
CAMG
221
CWA Asset Management Group
Florida
$389K
RWM
222
Riverchase Wealth Management
Texas
$384K
CRC
223
Curi RMB Capital
Illinois
$384K
BAWC
224
Boyce & Associates Wealth Consulting
Texas
$383K
KAS
225
Kestra Advisory Services
Texas
$366K