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Schwab Fundamental US Small Company Index ETF

419 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
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
5.62%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
201
Sowa Financial Group
Rhode Island
$476K +$86 +3 +0%
WPC
202
Wedmont Private Capital
Pennsylvania
$475K +$8.23K +277 +2%
1L
203
10Elms LLP
Oklahoma
$472K -$12.9K -450 -3%
B
204
Bailard
California
$467K -$68.8K -2,400 -13%
CAM
205
Cidel Asset Management
Ontario, Canada
$461K -$30.4K -1,061 -6%
DAS
206
Dynamic Advisor Solutions
Arizona
$456K +$12.5K +436 +3%
ECM
207
Evergreen Capital Management
Washington
$455K +$86 +3 +0%
SAI
208
Savvy Advisors Inc
New York
$454K +$121K +4,239 +36%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$446K +$287 +10 +0.1%
PWM
210
Perigon Wealth Management
California
$443K +$57 +2 +0%
LPAM
211
Lodestar Private Asset Management
California
$432K +$30.1K +1,051 +7%
JIC
212
Johnson Investment Counsel
Ohio
$426K -$13.9K -486 -3%
CWA
213
Clearview Wealth Advisors
Oregon
$425K +$22.7K +792 +6%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$413K -$806K -28,135 -66%
AG
215
AlTi Global
New York
$408K +$1.03K +36 +0.3%
PA
216
Parallel Advisors
California
$400K +$30.9K +1,077 +8%
WWA
217
Wingate Wealth Advisors
Massachusetts
$396K +$396K +13,824 New
BJL
218
Brighton Jones LLC
Washington
$394K +$27.8K +972 +8%
CP
219
Creekside Partners
California
$392K -$3.07K -107 -0.8%
CAMG
220
CWA Asset Management Group
Florida
$389K +$10.2K +357 +3%
RWM
221
Riverchase Wealth Management
Texas
$384K -$107K -3,737 -22%
CRC
222
Curi RMB Capital
Illinois
$384K +$384K +13,399 New
BAWC
223
Boyce & Associates Wealth Consulting
Texas
$383K +$44.4K +1,549 +13%
KAS
224
Kestra Advisory Services
Texas
$366K -$10.7K -373 -3%
Northern Trust
225
Northern Trust
Illinois
$363K +$4.79K +167 +1%