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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
CCWM
401
Cassaday & Co Wealth Management
Virginia
$14.1K
SL
402
Salomon & Ludwin
Virginia
$13.8K
GWS
403
Glassman Wealth Services
Virginia
$13.3K
FCG
404
Financial Connections Group
California
$13K
SIS
405
Sound Income Strategies
Florida
$12.5K
KA
406
Kozak & Associates
Colorado
$12.4K
Citigroup
407
Citigroup
New York
$11.9K
RWM
408
Rialto Wealth Management
New York
$11.6K
GWSA
409
Global Wealth Strategies & Associates
Colorado
$10.9K
HPC
410
HM Payson & Co
Maine
$10.7K
IAIM
411
International Assets Investment Management
Florida
$10.1K
FFA
412
Frazier Financial Advisors
Ohio
$10K
GGI
413
Godsey & Gibb Inc
Virginia
$9.92K
SAM
414
Smartleaf Asset Management
Massachusetts
$9.89K
ATPW
415
Ashton Thomas Private Wealth
Arizona
$9.73K
SWP
416
Strategic Wealth Partners
Ohio
$9.37K
TFG
417
Team Financial Group
California
$9.34K
3FI
418
3 Factor Indexing
California
$9.08K
GWS
419
Greykasell Wealth Strategies
California
$8.72K
SC
420
SouthState Corp
Florida
$8.43K
AIC
421
Archer Investment Corporation
Indiana
$8.26K
HCM
422
Hollencrest Capital Management
California
$7.2K
GCM
423
Gunpowder Capital Management
Maryland
$6.19K
HFS
424
Hantz Financial Services
Michigan
$6K
MFT
425
Moisand Fitzgerald Tamayo
Florida
$5.97K