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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
Neuberger Berman Group
176
Neuberger Berman Group
New York
$761K
CFO
177
CVA Family Office
Colorado
$761K
JFG
178
JMG Financial Group
Illinois
$746K
MWA
179
Medallion Wealth Advisors
Connecticut
$731K
TAM
180
Townsend Asset Management
North Carolina
$726K
LIA
181
LBMC Investment Advisors
Tennessee
$709K
CCA
182
Clarity Capital Advisors
Florida
$708K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$698K
MWM
184
Modera Wealth Management
New Jersey
$684K
WWA
185
Wingate Wealth Advisors
Massachusetts
$683K
BGAI
186
Bruce G. Allen Investments
Colorado
$676K
AWM
187
Axxcess Wealth Management
California
$674K
BVP
188
Bristlecone Value Partners
California
$655K
QWM
189
Quadcap Wealth Management
Texas
$654K
GC
190
GatePass Capital
Ohio
$652K
DAS
191
Dynamic Advisor Solutions
Arizona
$636K
CIA
192
Capital Investment Advisors
Georgia
$635K
VT
193
Vise Technologies
New York
$634K
TWP
194
Tempus Wealth Planning
California
$631K
JIC
195
Johnson Investment Counsel
Ohio
$629K
CNWM
196
Clay Northam Wealth Management
California
$627K
LPAM
197
Lodestar Private Asset Management
California
$624K
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$623K
FFN
199
Focus Financial Network
Minnesota
$620K
Two Sigma Investments
200
Two Sigma Investments
New York
$613K