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