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Schwab Fundamental US Small Company Index ETF

466 hedge funds and large institutions have $7.35B invested in Schwab Fundamental US Small Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
AV
226
Aspiring Ventures
Ohio
$464K
FFG
227
Fiduciary Financial Group
California
$461K
CWG
228
Cornerstone Wealth Group
North Carolina
$460K
PWM
229
Perigon Wealth Management
California
$458K
CAMG
230
CWA Asset Management Group
Florida
$458K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$448K
RWM
232
Riverchase Wealth Management
Texas
$428K
GT
233
Glenmede Trust
Pennsylvania
$423K
RDWM
234
Red Door Wealth Management
Tennessee
$415K
BAWC
235
Boyce & Associates Wealth Consulting
Texas
$414K
MCM
236
Mengis Capital Management
Oregon
$409K
AC
237
Annandale Capital
Texas
$409K
AA
238
Auxano Advisors
Washington
$403K
HIM
239
Harbour Investment Management
Washington
$402K
LI
240
Lafayette Investments
Maryland
$400K
BIG
241
Brooklyn Investment Group
New York
$398K
BEAM
242
Baker Ellis Asset Management
Washington
$397K
CG
243
Caprock Group
Idaho
$389K
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$385K
US Bancorp
245
US Bancorp
Minnesota
$383K
DAM
246
Directional Asset Management
Illinois
$382K
CAM
247
Cozad Asset Management
Illinois
$378K
CP
248
Creekside Partners
California
$378K
AP
249
Appleton Partners
Massachusetts
$376K
IAA
250
Independent Advisor Alliance
North Carolina
$373K