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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
MW
51
Marble Wealth
Alabama
$6.04M
Goldman Sachs
52
Goldman Sachs
New York
$5.95M
ML
53
McAdam LLC
Pennsylvania
$5.94M
CWM
54
Cabot Wealth Management
Massachusetts
$5.66M
PAG
55
Private Advisor Group
New Jersey
$5.57M
FPAS
56
Focus Partners Advisor Solutions
Missouri
$5.51M
WA
57
Winter & Associates
Minnesota
$5.32M
KCM
58
Kathmere Capital Management
Pennsylvania
$5.25M
Raymond James Financial
59
Raymond James Financial
Florida
$5.16M
HighTower Advisors
60
HighTower Advisors
Illinois
$5.03M
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.92M
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$4.89M
JP Morgan Chase
63
JP Morgan Chase
New York
$4.71M
AQR Capital Management
64
AQR Capital Management
Connecticut
$4.68M
Fidelity Investments
65
Fidelity Investments
Massachusetts
$4.63M
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.6M
NCM
67
Northland Capital Management
Minnesota
$4.59M
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$4.52M
FCMT
69
Founders Capital Management (Texas)
Texas
$4.51M
BA
70
Brightwater Advisory
Florida
$4.31M
CA
71
Capital Advantage
California
$4.27M
CAM
72
Cresset Asset Management
Illinois
$4.22M
QCM
73
Quantinno Capital Management
New York
$4.21M
IA
74
Integrity Alliance
Iowa
$4.19M
MWM
75
Manske Wealth Management
Texas
$4.14M