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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
Betterment LLC
126
Betterment LLC
New York
$1.62M
VC
127
Vicus Capital
Pennsylvania
$1.59M
SL
128
Summitry LLC
California
$1.57M
EWA
129
EP Wealth Advisors
California
$1.55M
LAM
130
Lakewood Asset Management
Illinois
$1.48M
DP
131
DDD Partners
Washington
$1.42M
SOS
132
Silver Oak Securities
Tennessee
$1.41M
GFP
133
Guardian Financial Partners
California
$1.4M
EGM
134
Engineers Gate Manager
New York
$1.38M
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$1.35M
CA
136
Cambridge Advisors
Nebraska
$1.31M
WP
137
Westmount Partners
California
$1.31M
HFS
138
Howard Financial Services
Texas
$1.29M
FAG
139
Financial Architects (Georgia)
Georgia
$1.28M
Jones Financial Companies
140
Jones Financial Companies
Missouri
$1.28M
MA
141
Mutual Advisors
Nebraska
$1.26M
MML Investors Services
142
MML Investors Services
Massachusetts
$1.25M
WSFS
143
Wilmington Savings Fund Society
Delaware
$1.22M
CA
144
CGN Advisors
Kansas
$1.14M
BC
145
Brio Consultants
California
$1.13M
Stifel Financial
146
Stifel Financial
Missouri
$1.12M
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$1.11M
RMF
148
Red Mountain Financial
Colorado
$1.09M
Wealthfront Advisers
149
Wealthfront Advisers
California
$1.08M
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$1.07M