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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
HP
76
Hilltop Partners
Indiana
$3.98M
TYCC
77
Texas Yale Capital Corp
Florida
$3.96M
KWM
78
KRM Wealth Management
Nevada
$3.94M
WF
79
Womack Financial
Texas
$3.93M
Osaic Holdings
80
Osaic Holdings
Arizona
$3.8M
WW
81
Waterfront Wealth
Kansas
$3.67M
SFS
82
Sowell Financial Services
Arkansas
$3.48M
TCM
83
Traub Capital Management
Massachusetts
$3.42M
VP
84
Verum Partners
North Carolina
$3.35M
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$3.31M
Corient Private Wealth
86
Corient Private Wealth
Florida
$3.21M
MG
87
Mather Group
Illinois
$3.03M
HWA
88
HHM Wealth Advisors
Tennessee
$3.03M
AA
89
Addison Advisors
Vermont
$2.87M
AAS
90
Asset Allocation Strategies
Michigan
$2.8M
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$2.77M
BCG
92
Breakwater Capital Group
New Jersey
$2.66M
IA
93
IFP Advisors
Florida
$2.65M
QCM
94
QRG Capital Management
Illinois
$2.64M
AWA
95
Argos Wealth Advisors
California
$2.56M
FFA
96
Farther Finance Advisors
California
$2.52M
AWM
97
Apollon Wealth Management
South Carolina
$2.5M
KF
98
Krilogy Financial
Missouri
$2.49M
YWM
99
Yoder Wealth Management
California
$2.49M
CIC
100
Cutler Investment Counsel
Oregon
$2.43M