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Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely. At the same time, the Russell 2000 has been climbing while the narrative around mega-cap dominance has begun to fracture, and the funds positioned to capture that shift are not... 3 Small-Cap ETFs Beating the S&P 500 Right Now That Most…

BCS Wealth Management lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 125.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 83,479 shares of the exchange traded fund's stock after buying an additional 46,420 shares during the

JPMorgan Chase and Co. cut its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 46.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 78,855 shares of the exchange traded fund's stock after selling 67,486 shares during

The Schwab Fundamental U.S. Small Company ETF (FNDA) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.

Market-cap weighting has a structural flaw that most investors overlook: it automatically overweights whatever has already gotten expensive.