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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
MIC
101
Meridian Investment Counsel
California
$2.28M
EWA
102
EQ Wealth Advisors
Texas
$2.27M
AOWM
103
Alpha Omega Wealth Management
Virginia
$2.25M
Lido Advisors
104
Lido Advisors
California
$2.24M
KLI
105
Kelman-Lazarov Inc
Tennessee
$2.21M
STFP
106
Signal Tree Financial Partners
Ohio
$2.2M
1L
107
10Elms LLP
Oklahoma
$2.15M
Citadel Advisors
108
Citadel Advisors
Florida
$2.12M
SA
109
Sanctuary Advisors
Indiana
$2.11M
KFS
110
Kaizen Financial Strategies
California
$1.98M
MA
111
McGrath & Associates
North Carolina
$1.98M
SFA
112
Sequoia Financial Advisors
Ohio
$1.98M
CPCP
113
Cedar Point Capital Partners
Iowa
$1.96M
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$1.92M
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$1.86M
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.82M
BCI
117
Brinker Capital Investments
Pennsylvania
$1.79M
WF
118
Williams Financial
Vermont
$1.78M
BWS
119
BFI Wealth Solutions
Texas
$1.76M
LSWP
120
Liberty Square Wealth Partners
Pennsylvania
$1.7M
FWP
121
Flatrock Wealth Partners
California
$1.67M
BWM
122
BCS Wealth Management
Tennessee
$1.65M
DBFM
123
Dickmeyer Boyce Financial Management
Indiana
$1.63M
BFP
124
Birchwood Financial Partners
Minnesota
$1.63M
CFA
125
Cahill Financial Advisors
Minnesota
$1.62M