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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
GK
451
Graney & King
New York
$1.81K
PIP
452
Peachtree Investment Partners
Florida
$1.51K
PB
453
Prosperity Bancshares
Texas
$1.43K
MCA
454
McGuire Capital Advisors
Oklahoma
$1.43K
PWA
455
Portus Wealth Advisors
North Carolina
$1.43K
BAM
456
Byrne Asset Management
New Jersey
$973
CW
457
Curio Wealth
Maryland
$940
MWM
458
Mosley Wealth Management
California
$935
RIL
459
Rothschild Investment LLC
Illinois
$908
PFBT
460
Parkside Financial Bank & Trust
Missouri
$856
HC
461
Hurley Capital
New York
$667
CVM
462
Cheviot Value Management
California
$551
PAG
463
Paladin Advisory Group
Iowa
$454
BW
464
Basepoint Wealth
Iowa
$292
BTI
465
Blue Trust Inc
Georgia
$130
MFA
466
Morling Financial Advisors
California
$28
Marshall Wace
467
Marshall Wace
United Kingdom
TNA
468
True North Advisors
Texas
Millennium Management
469
Millennium Management
New York
PCMK
470
Paragon Capital Management (Kansas)
Kansas
MT
471
Midwest Trust
Kansas
JAG
472
Journey Advisory Group
Kentucky
NFG
473
Nations Financial Group
Iowa
VFA
474
Valeo Financial Advisors
Indiana
BCM
475
Brookstone Capital Management
Illinois