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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
VWA
401
Valued Wealth Advisors
Utah
$17.2K
Russell Investments Group
402
Russell Investments Group
United Kingdom
$16.1K
RF
403
RetireMitten Financial
Michigan
$16K
HNB
404
Huntington National Bank
Ohio
$15.9K
SWM
405
Spire Wealth Management
Virginia
$14.2K
CCWM
406
Cassaday & Co Wealth Management
Virginia
$14.1K
SL
407
Salomon & Ludwin
Virginia
$13.8K
GWS
408
Glassman Wealth Services
Virginia
$13.3K
FCG
409
Financial Connections Group
California
$13K
SIS
410
Sound Income Strategies
Florida
$12.5K
KA
411
Kozak & Associates
Colorado
$12.4K
Citigroup
412
Citigroup
New York
$11.9K
RWM
413
Rialto Wealth Management
New York
$11.6K
GWSA
414
Global Wealth Strategies & Associates
Colorado
$10.9K
HPC
415
HM Payson & Co
Maine
$10.7K
IAIM
416
International Assets Investment Management
Florida
$10.1K
FFA
417
Frazier Financial Advisors
Ohio
$10K
GGI
418
Godsey & Gibb Inc
Virginia
$9.92K
SAM
419
Smartleaf Asset Management
Massachusetts
$9.89K
ATPW
420
Ashton Thomas Private Wealth
Arizona
$9.73K
SWP
421
Strategic Wealth Partners
Ohio
$9.37K
TFG
422
Team Financial Group
California
$9.34K
3FI
423
3 Factor Indexing
California
$9.08K
GWS
424
Greykasell Wealth Strategies
California
$8.72K
SC
425
SouthState Corp
Florida
$8.43K