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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
WPC
201
Wedmont Private Capital
Pennsylvania
$539K
FSWA
202
Financial Synergies Wealth Advisors
Texas
$533K
B
203
Bailard
California
$515K
1L
204
10Elms LLP
Oklahoma
$513K
GRP
205
Global Retirement Partners
California
$512K
CAM
206
Cidel Asset Management
Ontario, Canada
$507K
AV
207
Aspiring Ventures
Ohio
$500K
SFG
208
Sowa Financial Group
Rhode Island
$498K
RFP
209
Root Financial Partners
California
$497K
CWA
210
Clearview Wealth Advisors
Oregon
$497K
LPAM
211
Lodestar Private Asset Management
California
$491K
LFG
212
Larson Financial Group
Missouri
$477K
OCG
213
Opus Capital Group
Ohio
$472K
PA
214
PFG Advisors
Arizona
$472K
TSS
215
Two Sigma Securities
New York
$461K
BlackRock
216
BlackRock
New York
$459K
FFG
217
Fiduciary Financial Group
California
$448K
CAMG
218
CWA Asset Management Group
Florida
$443K
PWM
219
Perigon Wealth Management
California
$438K
BAWC
220
Boyce & Associates Wealth Consulting
Texas
$428K
CRC
221
Curi RMB Capital
Illinois
$422K
RWM
222
Riverchase Wealth Management
Texas
$416K
RDWM
223
Red Door Wealth Management
Tennessee
$404K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$404K
CIA
225
Capital Investment Advisors
Georgia
$403K