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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
Fisher Asset Management
176
Fisher Asset Management
Washington
$770K
Neuberger Berman Group
177
Neuberger Berman Group
New York
$761K
CFO
178
CVA Family Office
Colorado
$761K
JFG
179
JMG Financial Group
Illinois
$746K
MWA
180
Medallion Wealth Advisors
Connecticut
$731K
TAM
181
Townsend Asset Management
North Carolina
$726K
LIA
182
LBMC Investment Advisors
Tennessee
$709K
CCA
183
Clarity Capital Advisors
Florida
$708K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$698K
MWM
185
Modera Wealth Management
New Jersey
$684K
WWA
186
Wingate Wealth Advisors
Massachusetts
$683K
BGAI
187
Bruce G. Allen Investments
Colorado
$676K
AWM
188
Axxcess Wealth Management
California
$674K
BVP
189
Bristlecone Value Partners
California
$655K
QWM
190
Quadcap Wealth Management
Texas
$654K
GC
191
GatePass Capital
Ohio
$652K
DAS
192
Dynamic Advisor Solutions
Arizona
$636K
CIA
193
Capital Investment Advisors
Georgia
$635K
VT
194
Vise Technologies
New York
$634K
TWP
195
Tempus Wealth Planning
California
$631K
JIC
196
Johnson Investment Counsel
Ohio
$629K
CNWM
197
Clay Northam Wealth Management
California
$627K
LPAM
198
Lodestar Private Asset Management
California
$624K
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
$623K
FFN
200
Focus Financial Network
Minnesota
$620K