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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
SWA
251
Sax Wealth Advisors
New Jersey
$368K
NCM
252
Noesis Capital Mangement
Florida
$368K
Tudor Investment Corp
253
Tudor Investment Corp
Connecticut
$365K
SAI
254
Savvy Advisors Inc
New York
$356K
NP
255
NorthRock Partners
Minnesota
$355K
AF
256
Allworth Financial
California
$348K
KIA
257
KCM Investment Advisors
California
$346K
Empower Advisory Group
258
Empower Advisory Group
Colorado
$336K
MPW
259
Magnolia Private Wealth
Pennsylvania
$333K
PAW
260
Plan A Wealth
Nebraska
$328K
Northern Trust
261
Northern Trust
Illinois
$323K
TPI
262
Trust Point Inc
Wisconsin
$320K
HIP
263
HUB Investment Partners
Texas
$320K
CCG
264
Coastwise Capital Group
California
$316K
SWASL
265
Spartan Wealth Advisory Services LLC
Michigan
$311K
MWM
266
Mission Wealth Management
California
$310K
E
267
EntreWealth
Texas
$310K
CAL
268
Capital Analysts LLC
Pennsylvania
$308K
AAP
269
Arax Advisory Partners
Colorado
$303K
CA
270
Clune & Associates
Illinois
$301K
FWI
271
Facet Wealth Inc
Maryland
$298K
SF
272
Symphony Financial
Texas
$298K
PCMC
273
Paragon Capital Management (Colorado)
Colorado
$292K
EFG
274
Ehrlich Financial Group
California
$291K
WT
275
Whittier Trust
California
$291K