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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
FP
376
Financial Perspectives
Minnesota
$35.3K
ATC
377
Adirondack Trust Company
New York
$35K
HNW
378
High Note Wealth
Minnesota
$34.6K
BCWM
379
Bartlett & Co Wealth Management
Ohio
$34.3K
CH
380
CDKV Holdings
Colorado
$29.8K
GCP
381
Gill Capital Partners
Colorado
$28.8K
ME
382
McIlrath & Eck
Washington
$28.6K
OCM
383
Osbon Capital Management
Massachusetts
$28.5K
HPIA
384
Hamilton Point Investment Advisors
North Carolina
$27.2K
PS
385
Pinney & Scofield
Massachusetts
$24.9K
GI
386
GAMMA Investing
California
$23.5K
LWM
387
Lodestone Wealth Management
Washington
$20K
CA
388
Crewe Advisors
Utah
$19.9K
SGK
389
Steigerwald Gordon & Koch
Virginia
$19.8K
DF
390
Dunhill Financial
United Kingdom
$19.4K
KFI
391
Key Financial Inc
Pennsylvania
$19K
IFS
392
Intelligent Financial Strategies
Minnesota
$18.8K
TWM
393
TopTier Wealth Management
Wisconsin
$18.5K
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$18.1K
IAS
395
IMA Advisory Services
Colorado
$17.6K
VWA
396
Valued Wealth Advisors
Utah
$17.2K
Russell Investments Group
397
Russell Investments Group
United Kingdom
$16.1K
RF
398
RetireMitten Financial
Michigan
$16K
HNB
399
Huntington National Bank
Ohio
$15.9K
SWM
400
Spire Wealth Management
Virginia
$14.2K