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Schwab Fundamental US Small Company Index ETF

441 hedge funds and large institutions have $7.02B 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, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
CAM
201
Cidel Asset Management
Ontario, Canada
$501K
PA
202
PFG Advisors
Arizona
$500K
AV
203
Aspiring Ventures
Ohio
$500K
WPC
204
Wedmont Private Capital
Pennsylvania
$497K
LPAM
205
Lodestar Private Asset Management
California
$493K
Vanguard Group
206
Vanguard Group
Pennsylvania
$491K
JIC
207
Johnson Investment Counsel
Ohio
$489K
CWA
208
Clearview Wealth Advisors
Oregon
$487K
CIA
209
Capital Investment Advisors
Georgia
$455K
Northern Trust
210
Northern Trust
Illinois
$450K
TSS
211
Two Sigma Securities
New York
$444K
RDWM
212
Red Door Wealth Management
Tennessee
$439K
BAWC
213
Boyce & Associates Wealth Consulting
Texas
$436K
HF
214
HRT Financial
New York
$435K
LFG
215
Larson Financial Group
Missouri
$428K
FTUS
216
Flow Traders U.S.
New York
$421K
CRC
217
Curi RMB Capital
Illinois
$418K
BJL
218
Brighton Jones LLC
Washington
$417K
PA
219
Parallel Advisors
California
$417K
SAI
220
Savvy Advisors Inc
New York
$416K
CAMG
221
CWA Asset Management Group
Florida
$415K
RWM
222
Riverchase Wealth Management
Texas
$412K
MCM
223
Mengis Capital Management
Oregon
$393K
CAM
224
Cozad Asset Management
Illinois
$387K
HIM
225
Harbour Investment Management
Washington
$386K