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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
SAI
251
Savvy Advisors Inc
New York
$356K
NP
252
NorthRock Partners
Minnesota
$355K
AF
253
Allworth Financial
California
$348K
KIA
254
KCM Investment Advisors
California
$346K
Empower Advisory Group
255
Empower Advisory Group
Colorado
$336K
MPW
256
Magnolia Private Wealth
Pennsylvania
$333K
PAW
257
Plan A Wealth
Nebraska
$328K
Northern Trust
258
Northern Trust
Illinois
$323K
TPI
259
Trust Point Inc
Wisconsin
$320K
HIP
260
HUB Investment Partners
Texas
$320K
CCG
261
Coastwise Capital Group
California
$316K
SWASL
262
Spartan Wealth Advisory Services LLC
Michigan
$311K
MWM
263
Mission Wealth Management
California
$310K
E
264
EntreWealth
Texas
$310K
CAL
265
Capital Analysts LLC
Pennsylvania
$308K
AAP
266
Arax Advisory Partners
Colorado
$303K
CA
267
Clune & Associates
Illinois
$301K
FWI
268
Facet Wealth Inc
Maryland
$298K
SF
269
Symphony Financial
Texas
$298K
PCMC
270
Paragon Capital Management (Colorado)
Colorado
$292K
EFG
271
Ehrlich Financial Group
California
$291K
WT
272
Whittier Trust
California
$291K
PIMG
273
Patriot Investment Management Group
Tennessee
$278K
AWM
274
Abound Wealth Management
Tennessee
$272K
USCWA
275
U.S. Capital Wealth Advisors
Texas
$272K