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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
RF
401
RetireMitten Financial
Michigan
$16K
HNB
402
Huntington National Bank
Ohio
$15.9K
SWM
403
Spire Wealth Management
Virginia
$14.2K
CCWM
404
Cassaday & Co Wealth Management
Virginia
$14.1K
SL
405
Salomon & Ludwin
Virginia
$13.8K
GWS
406
Glassman Wealth Services
Virginia
$13.3K
FCG
407
Financial Connections Group
California
$13K
SIS
408
Sound Income Strategies
Florida
$12.5K
KA
409
Kozak & Associates
Colorado
$12.4K
Citigroup
410
Citigroup
New York
$11.9K
RWM
411
Rialto Wealth Management
New York
$11.6K
GWSA
412
Global Wealth Strategies & Associates
Colorado
$10.9K
HPC
413
HM Payson & Co
Maine
$10.7K
IAIM
414
International Assets Investment Management
Florida
$10.1K
FFA
415
Frazier Financial Advisors
Ohio
$10K
GGI
416
Godsey & Gibb Inc
Virginia
$9.92K
SAM
417
Smartleaf Asset Management
Massachusetts
$9.89K
ATPW
418
Ashton Thomas Private Wealth
Arizona
$9.73K
SWP
419
Strategic Wealth Partners
Ohio
$9.37K
TFG
420
Team Financial Group
California
$9.34K
3FI
421
3 Factor Indexing
California
$9.08K
GWS
422
Greykasell Wealth Strategies
California
$8.72K
SC
423
SouthState Corp
Florida
$8.43K
AIC
424
Archer Investment Corporation
Indiana
$8.26K
HCM
425
Hollencrest Capital Management
California
$7.2K