FNDA icon

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
PIMG
276
Patriot Investment Management Group
Tennessee
$278K
AWM
277
Abound Wealth Management
Tennessee
$272K
USCWA
278
U.S. Capital Wealth Advisors
Texas
$272K
UCFA
279
United Capital Financial Advisors
Texas
$267K
RIA
280
Regal Investment Advisors
Michigan
$266K
CA
281
Continuum Advisory
Idaho
$263K
SSWM
282
Smith Salley Wealth Management
North Carolina
$260K
CTFG
283
Capstone Triton Financial Group
Oklahoma
$260K
SWM
284
SeaCrest Wealth Management
New York
$256K
FCH
285
Freestone Capital Holdings
Washington
$256K
VNT
286
Vanguard National Trust
Pennsylvania
$256K
ECM
287
Evergreen Capital Management
Washington
$254K
HIS
288
Horizon Investment Services
Indiana
$249K
FIA
289
Foundations Investment Advisors
Arizona
$247K
SHGA
290
Sand Hill Global Advisors
California
$245K
OWM
291
OneAscent Wealth Management
Alabama
$245K
CAI
292
Capital Advisors Inc
Oklahoma
$244K
MGIA
293
Moneta Group Investment Advisors
Missouri
$244K
NWMG
294
National Wealth Management Group
Ohio
$242K
William Blair & Company
295
William Blair & Company
Illinois
$242K
AWA
296
Arkadios Wealth Advisors
Georgia
$240K
W
297
WealthCollab
Washington
$239K
CTWM
298
Cherry Tree Wealth Management
Minnesota
$238K
SFC
299
Sprinkle Financial Consultants
Colorado
$238K
FFA
300
First Foundation Advisors
California
$238K