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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
LIA
376
Luken Investment Analytics
Tennessee
$43.3K
PP
377
PFS Partners
New Jersey
$40.1K
AUB
378
Atlantic Union Bankshares
Virginia
$35.5K
FP
379
Financial Perspectives
Minnesota
$35.3K
ATC
380
Adirondack Trust Company
New York
$35K
HNW
381
High Note Wealth
Minnesota
$34.6K
BCWM
382
Bartlett & Co Wealth Management
Ohio
$34.3K
CH
383
CDKV Holdings
Colorado
$29.8K
GCP
384
Gill Capital Partners
Colorado
$28.8K
ME
385
McIlrath & Eck
Washington
$28.6K
OCM
386
Osbon Capital Management
Massachusetts
$28.5K
HPIA
387
Hamilton Point Investment Advisors
North Carolina
$27.2K
PS
388
Pinney & Scofield
Massachusetts
$24.9K
GI
389
GAMMA Investing
California
$23.5K
LWM
390
Lodestone Wealth Management
Washington
$20K
CA
391
Crewe Advisors
Utah
$19.9K
SGK
392
Steigerwald Gordon & Koch
Virginia
$19.8K
DF
393
Dunhill Financial
United Kingdom
$19.4K
KFI
394
Key Financial Inc
Pennsylvania
$19K
IFS
395
Intelligent Financial Strategies
Minnesota
$18.8K
TWM
396
TopTier Wealth Management
Wisconsin
$18.5K
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$18.1K
IAS
398
IMA Advisory Services
Colorado
$17.6K
VWA
399
Valued Wealth Advisors
Utah
$17.2K
Russell Investments Group
400
Russell Investments Group
United Kingdom
$16.1K