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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
GCM
426
Gunpowder Capital Management
Maryland
$6.19K
HFS
427
Hantz Financial Services
Michigan
$6K
MFT
428
Moisand Fitzgerald Tamayo
Florida
$5.97K
BWL
429
Bogart Wealth LLC
Virginia
$5.64K
FC
430
Financial Consulate
Maryland
$5.51K
DAM
431
Delta Asset Management
Tennessee
$4.87K
WAG
432
Wiser Advisor Group
Arizona
$4.62K
CB
433
Community Bank
New York
$4.34K
JFA
434
JNBA Financial Advisors
Minnesota
$4.25K
NFSG
435
Newbridge Financial Services Group
Florida
$4.15K
SC
436
Solstein Capital
California
$3.96K
MSG
437
Main Street Group
Virginia
$3.96K
BIAS
438
Beacon Investment Advisory Services
New Jersey
$3.63K
KFAS
439
Keating Financial Advisory Services
Kansas
$3.31K
HHGA
440
Halbert Hargrove Global Advisors
California
$3.28K
TC
441
Trust Company
Kansas
$3.18K
EWP
442
Elevation Wealth Partners
California
$3.12K
FFA
443
Founders Financial Alliance
North Carolina
$3.11K
NF
444
Napier Financial
Massachusetts
$3.11K
CCMI
445
Creative Capital Management Investments
California
$2.92K
AIM
446
Anchor Investment Management
South Carolina
$2.59K
AAG
447
Armstrong Advisory Group
Massachusetts
$2.53K
RF
448
Rossby Financial
Florida
$2.52K
FMP
449
Financial Management Professionals
Texas
$2.37K
SS
450
Sunbelt Securities
Texas
$1.92K