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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
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$197K
MA
327
MCF Advisors
Kentucky
$187K
AWM
328
AE Wealth Management
Kansas
$177K
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K
DFA
330
DHJJ Financial Advisors
Illinois
$176K
AF
331
Advisornet Financial
Minnesota
$173K
Wells Fargo
332
Wells Fargo
California
$168K
VWM
333
Vermillion Wealth Management
Minnesota
$160K
TCM
334
TD Capital Management
Tennessee
$154K
S
335
SignatureFD
Georgia
$154K
ST
336
Smithfield Trust
Pennsylvania
$154K
AssetMark Inc
337
AssetMark Inc
California
$153K
KFA
338
Kelleher Financial Advisors
New York
$140K
NWM
339
Navigoe Wealth Management
California
$139K
ACA
340
Aptus Capital Advisors
Alabama
$136K
UBS AM
341
UBS AM
Illinois
$136K
TRCT
342
Tower Research Capital (TRC)
New York
$133K
BBHC
343
Brown Brothers Harriman & Co
New York
$131K
RTL
344
Red Tortoise LLC
Georgia
$124K
JHCP
345
Jackson Hole Capital Partners
Oklahoma
$123K
GWM
346
Geneos Wealth Management
Colorado
$110K
PWAM
347
Private Wealth Asset Management
Iowa
$108K
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$108K
IWS
349
Intentional Wealth Strategies
Colorado
$101K
QCG
350
Quadrant Capital Group
Ohio
$100K