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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
Two Sigma Investments
201
Two Sigma Investments
New York
$613K
CPIG
202
Chicago Partners Investment Group
Illinois
$609K
ONB
203
Old National Bancorp
Indiana
$603K
CFGA
204
Cambridge Financial Group (Arizona)
Arizona
$597K
WF
205
Warner Financial
Maryland
$593K
WRPWM
206
Werba Rubin Papier Wealth Management
California
$589K
CIAS
207
Capital Investment Advisory Services
North Carolina
$588K
JLBC
208
J.L. Bainbridge & Co
Florida
$584K
NHC
209
Nicholas Hoffman & Company
Georgia
$581K
WPC
210
Wedmont Private Capital
Pennsylvania
$561K
FSWA
211
Financial Synergies Wealth Advisors
Texas
$553K
TCM
212
Tandem Capital Management
New Jersey
$545K
B
213
Bailard
California
$530K
CAM
214
Cidel Asset Management
Ontario, Canada
$522K
FTUS
215
Flow Traders U.S.
New York
$513K
PA
216
PFG Advisors
Arizona
$511K
SFG
217
Sowa Financial Group
Rhode Island
$504K
Truist Financial
218
Truist Financial
North Carolina
$501K
CRC
219
Curi RMB Capital
Illinois
$500K
VAI
220
Vanguard Advisers Inc
Pennsylvania
$493K
OCG
221
Opus Capital Group
Ohio
$486K
RRA
222
Red Reef Advisors
Florida
$485K
LFG
223
Larson Financial Group
Missouri
$482K
RFP
224
Root Financial Partners
California
$467K
CA
225
CoreCap Advisors
Michigan
$464K