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Schwab Fundamental US Small Company Index ETF

466 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 54 funds opening new positions, 160 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$1.07M
HAP
152
Harbor Asset Planning
Massachusetts
$1.05M
PMG
153
ProVise Management Group
Florida
$1.04M
ASN
154
Advisory Services Network
Georgia
$1.03M
EWM
155
Empirical Wealth Management
Washington
$1.02M
BPA
156
Beacon Pointe Advisors
California
$1.02M
HWM
157
HB Wealth Management
Georgia
$1.01M
HI
158
Harbour Investments
Wisconsin
$1M
BAMG
159
Brand Asset Management Group
Missouri
$1M
SWM
160
SHP Wealth Management
Massachusetts
$946K
Baird Financial Group
161
Baird Financial Group
Wisconsin
$941K
DWT
162
Dorsey & Whitney Trust
South Dakota
$891K
IC
163
IEQ Capital
California
$886K
LIM
164
Leavell Investment Management
Alabama
$872K
SI
165
Stephens Inc
Arkansas
$863K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$863K
TFS
167
Thoroughbred Financial Services
Tennessee
$846K
EFG
168
Ethos Financial Group
Pennsylvania
$820K
CBU
169
CIBC Bancorp USA
Illinois
$820K
BlackRock
170
BlackRock
New York
$816K
WTA
171
Washington Trust Advisors
Massachusetts
$808K
AWM
172
Austin Wealth Management
Texas
$804K
KAS
173
Kestra Advisory Services
Texas
$792K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$786K
YIH
175
Y-Intercept (HK)
Hong Kong
$775K