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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
HAP
151
Harbor Asset Planning
Massachusetts
$1.05M
PMG
152
ProVise Management Group
Florida
$1.04M
ASN
153
Advisory Services Network
Georgia
$1.03M
EWM
154
Empirical Wealth Management
Washington
$1.02M
BPA
155
Beacon Pointe Advisors
California
$1.02M
HWM
156
HB Wealth Management
Georgia
$1.01M
HI
157
Harbour Investments
Wisconsin
$1M
BAMG
158
Brand Asset Management Group
Missouri
$1M
SWM
159
SHP Wealth Management
Massachusetts
$946K
Baird Financial Group
160
Baird Financial Group
Wisconsin
$941K
DWT
161
Dorsey & Whitney Trust
South Dakota
$891K
IC
162
IEQ Capital
California
$886K
LIM
163
Leavell Investment Management
Alabama
$872K
SI
164
Stephens Inc
Arkansas
$863K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$863K
TFS
166
Thoroughbred Financial Services
Tennessee
$846K
EFG
167
Ethos Financial Group
Pennsylvania
$820K
CBU
168
CIBC Bancorp USA
Illinois
$820K
BlackRock
169
BlackRock
New York
$816K
WTA
170
Washington Trust Advisors
Massachusetts
$808K
AWM
171
Austin Wealth Management
Texas
$804K
KAS
172
Kestra Advisory Services
Texas
$792K
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$786K
YIH
174
Y-Intercept (HK)
Hong Kong
$775K
Fisher Asset Management
175
Fisher Asset Management
Washington
$770K