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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
UCFA
276
United Capital Financial Advisors
Texas
$267K
RIA
277
Regal Investment Advisors
Michigan
$266K
CA
278
Continuum Advisory
Idaho
$263K
SSWM
279
Smith Salley Wealth Management
North Carolina
$260K
CTFG
280
Capstone Triton Financial Group
Oklahoma
$260K
SWM
281
SeaCrest Wealth Management
New York
$256K
FCH
282
Freestone Capital Holdings
Washington
$256K
VNT
283
Vanguard National Trust
Pennsylvania
$256K
ECM
284
Evergreen Capital Management
Washington
$254K
HIS
285
Horizon Investment Services
Indiana
$249K
FIA
286
Foundations Investment Advisors
Arizona
$247K
SHGA
287
Sand Hill Global Advisors
California
$245K
OWM
288
OneAscent Wealth Management
Alabama
$245K
CAI
289
Capital Advisors Inc
Oklahoma
$244K
MGIA
290
Moneta Group Investment Advisors
Missouri
$244K
NWMG
291
National Wealth Management Group
Ohio
$242K
William Blair & Company
292
William Blair & Company
Illinois
$242K
AWA
293
Arkadios Wealth Advisors
Georgia
$240K
W
294
WealthCollab
Washington
$239K
CTWM
295
Cherry Tree Wealth Management
Minnesota
$238K
SFC
296
Sprinkle Financial Consultants
Colorado
$238K
FFA
297
First Foundation Advisors
California
$238K
PP
298
Patten & Patten
Tennessee
$236K
Financial Engines Advisors
299
Financial Engines Advisors
California
$235K
HR
300
Howe & Rusling
New York
$234K