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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
AT
351
Arlington Trust
Alabama
$95K
PMFA
352
Plante Moran Financial Advisors
Michigan
$93.2K
SIM
353
Synergy Investment Management
Florida
$91.3K
MMCM
354
Murphy & Mullick Capital Management
New York
$89.4K
FRA
355
Front Row Advisors
California
$87.6K
AA
356
Ancora Advisors
Ohio
$84.7K
FW
357
Fairway Wealth
Ohio
$80K
BFPW
358
BOK Financial Private Wealth
Colorado
$79K
CFD
359
Creative Financial Designs
Indiana
$78.6K
GJIA
360
Glass Jacobson Investment Advisors
Maryland
$74.2K
BCMIO
361
Beacon Capital Management Inc (Ohio)
Ohio
$70K
BH
362
Burk Holdings
Oklahoma
$69.8K
EWA
363
Elevate Wealth Advisory
Georgia
$69.1K
AWM
364
Activest Wealth Management
Florida
$69.1K
Franklin Resources
365
Franklin Resources
California
$66.8K
KCM
366
Key Capital Management
Tennessee
$65.4K
VNA
367
Valley National Advisers
Pennsylvania
$64K
UB
368
UMB Bank
Missouri
$61.6K
CJ
369
Caitlin John
Michigan
$58.6K
SPIA
370
Steward Partners Investment Advisory
New York
$57.3K
SRCM
371
Signature Resources Capital Management
California
$53.7K
SIC
372
Salem Investment Counselors
North Carolina
$52.2K
POIA
373
Pin Oak Investment Advisors
Texas
$51K
HI
374
Hoey Investments
Pennsylvania
$49.8K
WWM
375
Western Wealth Management
Colorado
$44.9K