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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
EFG
301
Everhart Financial Group
Ohio
$229K
WN
302
Williams & Novak
California
$228K
CAM
303
Clark Asset Management
New Hampshire
$227K
SEIA
304
Signature Estate & Investment Advisors
California
$226K
MFC
305
Morris Financial Concepts
South Carolina
$226K
BAM
306
Bellevue Asset Management
Washington
$223K
FWP
307
Falcon Wealth Planning
California
$222K
IWC
308
Integrated Wealth Concepts
Massachusetts
$221K
IWAO
309
Independence Wealth Advisors (Ohio)
Ohio
$221K
WANY
310
Wealthspire Advisors (New York)
New York
$220K
KA
311
KLCM Advisors
Wisconsin
$219K
GSEP
312
Golden State Equity Partners
California
$219K
RF
313
RHS Financial
California
$216K
TSS
314
Two Sigma Securities
New York
$216K
Brown Advisory
315
Brown Advisory
Maryland
$214K
IIA
316
Integral Investment Advisors
California
$214K
PA
317
Parallel Advisors
California
$213K
MWM
318
MBE Wealth Management
Wisconsin
$209K
AFP
319
Arnold Financial Planning
Iowa
$206K
PAS
320
Park Avenue Securities
New York
$205K
WFC
321
Western Financial Corp
California
$205K
AG
322
AlTi Global
New York
$203K
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$197K
MA
324
MCF Advisors
Kentucky
$187K
AWM
325
AE Wealth Management
Kansas
$177K