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Schwab Fundamental US Small Company Index ETF

463 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 55 funds opening new positions, 158 increasing their positions, 134 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
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
FFG
226
Fiduciary Financial Group
California
$461K
CWG
227
Cornerstone Wealth Group
North Carolina
$460K
PWM
228
Perigon Wealth Management
California
$458K
CAMG
229
CWA Asset Management Group
Florida
$458K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$448K
RWM
231
Riverchase Wealth Management
Texas
$428K
RDWM
232
Red Door Wealth Management
Tennessee
$415K
BAWC
233
Boyce & Associates Wealth Consulting
Texas
$414K
MCM
234
Mengis Capital Management
Oregon
$409K
AC
235
Annandale Capital
Texas
$409K
AA
236
Auxano Advisors
Washington
$403K
HIM
237
Harbour Investment Management
Washington
$402K
LI
238
Lafayette Investments
Maryland
$400K
BIG
239
Brooklyn Investment Group
New York
$398K
BEAM
240
Baker Ellis Asset Management
Washington
$397K
CG
241
Caprock Group
Idaho
$389K
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$385K
US Bancorp
243
US Bancorp
Minnesota
$383K
DAM
244
Directional Asset Management
Illinois
$382K
CP
245
Creekside Partners
California
$378K
AP
246
Appleton Partners
Massachusetts
$376K
IAA
247
Independent Advisor Alliance
North Carolina
$373K
SWA
248
Sax Wealth Advisors
New Jersey
$368K
NCM
249
Noesis Capital Mangement
Florida
$368K
Tudor Investment Corp
250
Tudor Investment Corp
Connecticut
$365K