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