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Schwab Fundamental US Small Company Index ETF

420 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, 150 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
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
TWP
201
Tempus Wealth Planning
California
$488K
Vanguard Group
202
Vanguard Group
Pennsylvania
$485K
SFG
203
Sowa Financial Group
Rhode Island
$476K
WPC
204
Wedmont Private Capital
Pennsylvania
$475K
1L
205
10Elms LLP
Oklahoma
$472K
B
206
Bailard
California
$467K
CAM
207
Cidel Asset Management
Ontario, Canada
$461K
DAS
208
Dynamic Advisor Solutions
Arizona
$456K
ECM
209
Evergreen Capital Management
Washington
$455K
SAI
210
Savvy Advisors Inc
New York
$454K
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$446K
PWM
212
Perigon Wealth Management
California
$443K
LPAM
213
Lodestar Private Asset Management
California
$432K
JIC
214
Johnson Investment Counsel
Ohio
$426K
CWA
215
Clearview Wealth Advisors
Oregon
$425K
Baird Financial Group
216
Baird Financial Group
Wisconsin
$413K
AG
217
AlTi Global
New York
$408K
PA
218
Parallel Advisors
California
$400K
WWA
219
Wingate Wealth Advisors
Massachusetts
$396K
BJL
220
Brighton Jones LLC
Washington
$394K
CP
221
Creekside Partners
California
$392K
CAMG
222
CWA Asset Management Group
Florida
$389K
RWM
223
Riverchase Wealth Management
Texas
$384K
CRC
224
Curi RMB Capital
Illinois
$384K
BAWC
225
Boyce & Associates Wealth Consulting
Texas
$383K