We are live on ! Find out more
FNDA icon

Schwab Fundamental US Small Company Index ETF

468 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 53 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
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
NA
388
NewEdge Advisors
Louisiana
$26.4K
PS
389
Pinney & Scofield
Massachusetts
$24.9K
GI
390
GAMMA Investing
California
$23.5K
BWA
391
Basecamp Wealth Advisors
Washington
$23K
LWM
392
Lodestone Wealth Management
Washington
$20K
CA
393
Crewe Advisors
Utah
$19.9K
SGK
394
Steigerwald Gordon & Koch
Virginia
$19.8K
DF
395
Dunhill Financial
United Kingdom
$19.4K
KFI
396
Key Financial Inc
Pennsylvania
$19K
IFS
397
Intelligent Financial Strategies
Minnesota
$18.8K
TWM
398
TopTier Wealth Management
Wisconsin
$18.5K
DPW
399
DiNuzzo Private Wealth
Pennsylvania
$18.1K
IAS
400
IMA Advisory Services
Colorado
$17.6K