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Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
DAS
201
Dynamic Advisor Solutions
Arizona
$567K
JLBC
202
J.L. Bainbridge & Co
Florida
$567K
CFGA
203
Cambridge Financial Group (Arizona)
Arizona
$543K
WPC
204
Wedmont Private Capital
Pennsylvania
$539K
FSWA
205
Financial Synergies Wealth Advisors
Texas
$533K
B
206
Bailard
California
$515K
1L
207
10Elms LLP
Oklahoma
$513K
GRP
208
Global Retirement Partners
California
$512K
CAM
209
Cidel Asset Management
Ontario, Canada
$507K
AV
210
Aspiring Ventures
Ohio
$500K
SFG
211
Sowa Financial Group
Rhode Island
$498K
RFP
212
Root Financial Partners
California
$497K
CWA
213
Clearview Wealth Advisors
Oregon
$497K
LPAM
214
Lodestar Private Asset Management
California
$491K
LFG
215
Larson Financial Group
Missouri
$477K
OCG
216
Opus Capital Group
Ohio
$472K
PA
217
PFG Advisors
Arizona
$472K
RRAL
218
RED REEF ADVISORS LLC
Florida
$471K
TSS
219
Two Sigma Securities
New York
$461K
BlackRock
220
BlackRock
New York
$459K
FFG
221
Fiduciary Financial Group
California
$448K
CAMG
222
CWA Asset Management Group
Florida
$443K
PWM
223
Perigon Wealth Management
California
$438K
BAWC
224
Boyce & Associates Wealth Consulting
Texas
$428K
CRC
225
Curi RMB Capital
Illinois
$422K