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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
AIC
426
Archer Investment Corporation
Indiana
$8.26K
HCM
427
Hollencrest Capital Management
California
$7.2K
GCM
428
Gunpowder Capital Management
Maryland
$6.19K
HFS
429
Hantz Financial Services
Michigan
$6K
MFT
430
Moisand Fitzgerald Tamayo
Florida
$5.97K
BWL
431
Bogart Wealth LLC
Virginia
$5.64K
FC
432
Financial Consulate
Maryland
$5.51K
DAM
433
Delta Asset Management
Tennessee
$4.87K
WAG
434
Wiser Advisor Group
Arizona
$4.62K
CB
435
Community Bank
New York
$4.34K
JFA
436
JNBA Financial Advisors
Minnesota
$4.25K
NFSG
437
Newbridge Financial Services Group
Florida
$4.15K
SC
438
Solstein Capital
California
$3.96K
MSG
439
Main Street Group
Virginia
$3.96K
BIAS
440
Beacon Investment Advisory Services
New Jersey
$3.63K
KFAS
441
Keating Financial Advisory Services
Kansas
$3.31K
HHGA
442
Halbert Hargrove Global Advisors
California
$3.28K
TC
443
Trust Company
Kansas
$3.18K
EWP
444
Elevation Wealth Partners
California
$3.12K
FFA
445
Founders Financial Alliance
North Carolina
$3.11K
NF
446
Napier Financial
Massachusetts
$3.11K
CCMI
447
Creative Capital Management Investments
California
$2.92K
AIM
448
Anchor Investment Management
South Carolina
$2.59K
AAG
449
Armstrong Advisory Group
Massachusetts
$2.53K
RF
450
Rossby Financial
Florida
$2.52K