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Schwab Fundamental US Small Company Index ETF

442 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
201
Journey Advisory Group
Kentucky
$507K
CAM
202
Cidel Asset Management
Ontario, Canada
$501K
PA
203
PFG Advisors
Arizona
$500K
AV
204
Aspiring Ventures
Ohio
$500K
WPC
205
Wedmont Private Capital
Pennsylvania
$497K
LPAM
206
Lodestar Private Asset Management
California
$493K
Vanguard Group
207
Vanguard Group
Pennsylvania
$491K
JIC
208
Johnson Investment Counsel
Ohio
$489K
CWA
209
Clearview Wealth Advisors
Oregon
$487K
CIA
210
Capital Investment Advisors
Georgia
$455K
Northern Trust
211
Northern Trust
Illinois
$450K
TSS
212
Two Sigma Securities
New York
$444K
RDWM
213
Red Door Wealth Management
Tennessee
$439K
BAWC
214
Boyce & Associates Wealth Consulting
Texas
$436K
HF
215
HRT Financial
New York
$435K
LFG
216
Larson Financial Group
Missouri
$428K
FTUS
217
Flow Traders U.S.
New York
$421K
CRC
218
Curi RMB Capital
Illinois
$418K
BJL
219
Brighton Jones LLC
Washington
$417K
PA
220
Parallel Advisors
California
$417K
SAI
221
Savvy Advisors Inc
New York
$416K
CAMG
222
CWA Asset Management Group
Florida
$415K
RWM
223
Riverchase Wealth Management
Texas
$412K
MCM
224
Mengis Capital Management
Oregon
$393K
CAM
225
Cozad Asset Management
Illinois
$387K