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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
FMP
451
Financial Management Professionals
Texas
$2.37K
SS
452
Sunbelt Securities
Texas
$1.92K
GK
453
Graney & King
New York
$1.81K
PIP
454
Peachtree Investment Partners
Florida
$1.51K
MCA
455
McGuire Capital Advisors
Oklahoma
$1.43K
PB
456
Prosperity Bancshares
Texas
$1.43K
PWA
457
Portus Wealth Advisors
North Carolina
$1.43K
BAM
458
Byrne Asset Management
New Jersey
$973
CW
459
Curio Wealth
Maryland
$940
MWM
460
Mosley Wealth Management
California
$935
RIL
461
Rothschild Investment LLC
Illinois
$908
PFBT
462
Parkside Financial Bank & Trust
Missouri
$856
HC
463
Hurley Capital
New York
$667
CVM
464
Cheviot Value Management
California
$551
PAG
465
Paladin Advisory Group
Iowa
$454
BW
466
Basepoint Wealth
Iowa
$292
BTI
467
Blue Trust Inc
Georgia
$130
MFA
468
Morling Financial Advisors
California
$28
Marshall Wace
469
Marshall Wace
United Kingdom
TNA
470
True North Advisors
Texas
Millennium Management
471
Millennium Management
New York
PCMK
472
Paragon Capital Management (Kansas)
Kansas
MT
473
Midwest Trust
Kansas
JAG
474
Journey Advisory Group
Kentucky
NFG
475
Nations Financial Group
Iowa