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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
PP
301
Patten & Patten
Tennessee
$236K
Financial Engines Advisors
302
Financial Engines Advisors
California
$235K
HR
303
Howe & Rusling
New York
$234K
EFG
304
Everhart Financial Group
Ohio
$229K
WN
305
Williams & Novak
California
$228K
CAM
306
Clark Asset Management
New Hampshire
$227K
SEIA
307
Signature Estate & Investment Advisors
California
$226K
MFC
308
Morris Financial Concepts
South Carolina
$226K
BAM
309
Bellevue Asset Management
Washington
$223K
FWP
310
Falcon Wealth Planning
California
$222K
IWC
311
Integrated Wealth Concepts
Massachusetts
$221K
IWAO
312
Independence Wealth Advisors (Ohio)
Ohio
$221K
WANY
313
Wealthspire Advisors (New York)
New York
$220K
KA
314
KLCM Advisors
Wisconsin
$219K
GSEP
315
Golden State Equity Partners
California
$219K
RF
316
RHS Financial
California
$216K
TSS
317
Two Sigma Securities
New York
$216K
Brown Advisory
318
Brown Advisory
Maryland
$214K
IIA
319
Integral Investment Advisors
California
$214K
PA
320
Parallel Advisors
California
$213K
MWM
321
MBE Wealth Management
Wisconsin
$209K
AFP
322
Arnold Financial Planning
Iowa
$206K
PAS
323
Park Avenue Securities
New York
$205K
WFC
324
Western Financial Corp
California
$205K
AG
325
AlTi Global
New York
$203K