FNDA icon

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
JFGIW
326
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K
DFA
327
DHJJ Financial Advisors
Illinois
$176K
AF
328
Advisornet Financial
Minnesota
$173K
Wells Fargo
329
Wells Fargo
California
$168K
VWM
330
Vermillion Wealth Management
Minnesota
$160K
TCM
331
TD Capital Management
Tennessee
$154K
S
332
SignatureFD
Georgia
$154K
ST
333
Smithfield Trust
Pennsylvania
$154K
AssetMark Inc
334
AssetMark Inc
California
$153K
KFA
335
Kelleher Financial Advisors
New York
$140K
NWM
336
Navigoe Wealth Management
California
$139K
ACA
337
Aptus Capital Advisors
Alabama
$136K
UBS AM
338
UBS AM
Illinois
$136K
TRCT
339
Tower Research Capital (TRC)
New York
$133K
BBHC
340
Brown Brothers Harriman & Co
New York
$131K
RTL
341
Red Tortoise LLC
Georgia
$124K
JHCP
342
Jackson Hole Capital Partners
Oklahoma
$123K
GWM
343
Geneos Wealth Management
Colorado
$110K
PWAM
344
Private Wealth Asset Management
Iowa
$108K
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$108K
IWS
346
Intentional Wealth Strategies
Colorado
$101K
QCG
347
Quadrant Capital Group
Ohio
$100K
AT
348
Arlington Trust
Alabama
$95K
PMFA
349
Plante Moran Financial Advisors
Michigan
$93.2K
SIM
350
Synergy Investment Management
Florida
$91.3K