Schwab Fundamental US Small Company Index ETF
FNDA
485 hedge funds and large institutions have $7.07B invested in Schwab Fundamental US Small Company Index ETF in 2026 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 189 increasing their positions, 143 reducing their positions, and 27 closing their positions.
78% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 27
32% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 143
2% more funds holding
Funds holding: 477 → 485 (+8)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
4% less capital invested
Capital invested by funds: $7.36B → $7.07B (-$290M)
3.69% less ownership
Funds ownership: 79.26% → 75.57% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
+$95.9M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$16.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.8M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$11M |
| 5 |
Goldman Sachs
New York
|
+$8.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.5B |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$63.2M |
| 3 |
HW
HORAN Wealth
Cincinnati,
Ohio
|
-$10.3M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.76M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.64M |
FNDA Hedge Fund Activity: Q2 2026 in Review
485 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q2 2026, worth a combined $7.07B — down 3.9% from $7.36B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FNDA positions and 27 closed out — a net gain of 21 holders — while 189 added to existing stakes and 143 trimmed.
The largest buyer was Boulay Financial Advisors, opening a new position worth an estimated $95.9M. The largest seller was Charles Schwab, cutting an estimated $1.5B.
- 485 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q2 2026, up from 477 in Q1 2026.
- Funds reported $7.07B of Schwab Fundamental US Small Company Index ETF stock for Q2 2026, down 3.9% quarter-over-quarter.
- 48 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q2 2026 and 27 closed out, a net change of +21 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q2 2026 was Boulay Financial Advisors, an estimated $95.9M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q2 2026 was Charles Schwab, an estimated $1.5B sold.
Based on aggregated 13F filings for Q2 2026.