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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
LPL Financial
26
LPL Financial
California
$15.3M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$14.9M
BIA
28
Bell Investment Advisors
California
$14.5M
GFG
29
Goldstone Financial Group
Illinois
$14.4M
Creative Planning
30
Creative Planning
Kansas
$14.2M
MCM
31
MAI Capital Management
Ohio
$14M
CST
32
Charles Schwab Trust
Nevada
$13.8M
CFO
33
Collective Family Office
Pennsylvania
$12.1M
GWM
34
GSB Wealth Management
Connecticut
$10.7M
SS
35
Sound Stewardship
Kansas
$10.2M
OWM
36
Opes Wealth Management
California
$9.88M
JBA
37
Johnson Bixby & Associates
Washington
$9.69M
WA
38
Waverly Advisors
Alabama
$9.43M
AFA
39
Arlington Financial Advisors
California
$9.23M
AI
40
Accredited Investors
Minnesota
$9.19M
GVAG
41
Great Valley Advisor Group
Delaware
$9.19M
SC
42
Savant Capital
Illinois
$8.63M
SPA
43
Shore Point Advisors
New Jersey
$7.31M
NRI
44
NFP Retirement Inc
California
$7.19M
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$7.14M
PPW
46
Pasadena Private Wealth
California
$6.86M
YAL
47
Your Advocates Ltd
Texas
$6.83M
EWA
48
Exencial Wealth Advisors
Oklahoma
$6.64M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$6.5M
RWM
50
Reston Wealth Management
Virginia
$6.2M