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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
BWL
426
Bogart Wealth LLC
Virginia
$5.64K
FC
427
Financial Consulate
Maryland
$5.51K
DAM
428
Delta Asset Management
Tennessee
$4.87K
WAG
429
Wiser Advisor Group
Arizona
$4.62K
CB
430
Community Bank
New York
$4.34K
JFA
431
JNBA Financial Advisors
Minnesota
$4.25K
NFSG
432
Newbridge Financial Services Group
Florida
$4.15K
SC
433
Solstein Capital
California
$3.96K
MSG
434
Main Street Group
Virginia
$3.96K
BIAS
435
Beacon Investment Advisory Services
New Jersey
$3.63K
KFAS
436
Keating Financial Advisory Services
Kansas
$3.31K
HHGA
437
Halbert Hargrove Global Advisors
California
$3.28K
TC
438
Trust Company
Kansas
$3.18K
EWP
439
Elevation Wealth Partners
California
$3.12K
FFA
440
Founders Financial Alliance
North Carolina
$3.11K
NF
441
Napier Financial
Massachusetts
$3.11K
CCMI
442
Creative Capital Management Investments
California
$2.92K
AIM
443
Anchor Investment Management
South Carolina
$2.59K
AAG
444
Armstrong Advisory Group
Massachusetts
$2.53K
RF
445
Rossby Financial
Florida
$2.52K
FMP
446
Financial Management Professionals
Texas
$2.37K
SS
447
Sunbelt Securities
Texas
$1.92K
GK
448
Graney & King
New York
$1.81K
PIP
449
Peachtree Investment Partners
Florida
$1.51K
PB
450
Prosperity Bancshares
Texas
$1.43K