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
MMCM
351
Murphy & Mullick Capital Management
New York
$89.4K
FRA
352
Front Row Advisors
California
$87.6K
AA
353
Ancora Advisors
Ohio
$84.7K
FW
354
Fairway Wealth
Ohio
$80K
BFPW
355
BOK Financial Private Wealth
Colorado
$79K
CFD
356
Creative Financial Designs
Indiana
$78.6K
GJIA
357
Glass Jacobson Investment Advisors
Maryland
$74.2K
BCMIO
358
Beacon Capital Management Inc (Ohio)
Ohio
$70K
BH
359
Burk Holdings
Oklahoma
$69.8K
EWA
360
Elevate Wealth Advisory
Georgia
$69.1K
AWM
361
Activest Wealth Management
Florida
$69.1K
Franklin Resources
362
Franklin Resources
California
$66.8K
KCM
363
Key Capital Management
Tennessee
$65.4K
VNA
364
Valley National Advisers
Pennsylvania
$64K
UB
365
UMB Bank
Missouri
$61.6K
CJ
366
Caitlin John
Michigan
$58.6K
SPIA
367
Steward Partners Investment Advisory
New York
$57.3K
SRCM
368
Signature Resources Capital Management
California
$53.7K
SIC
369
Salem Investment Counselors
North Carolina
$52.2K
POIA
370
Pin Oak Investment Advisors
Texas
$51K
HI
371
Hoey Investments
Pennsylvania
$49.8K
WWM
372
Western Wealth Management
Colorado
$44.9K
LIA
373
Luken Investment Analytics
Tennessee
$43.3K
PP
374
PFS Partners
New Jersey
$40.1K
AUB
375
Atlantic Union Bankshares
Virginia
$35.5K