FNDA icon

Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$366K
Northern Trust
227
Northern Trust
Illinois
$363K
MCM
228
Mengis Capital Management
Oregon
$362K
LI
229
Lafayette Investments
Maryland
$361K
AC
230
Annandale Capital
Texas
$361K
CAM
231
Clark Asset Management
New Hampshire
$361K
CAM
232
Cozad Asset Management
Illinois
$356K
HIM
233
Harbour Investment Management
Washington
$355K
PFS
234
Prospera Financial Services
Texas
$353K
MPW
235
Magnolia Private Wealth
Pennsylvania
$353K
AA
236
Auxano Advisors
Washington
$352K
HR
237
Howe & Rusling
New York
$348K
AP
238
Appleton Partners
Massachusetts
$343K
E
239
EntreWealth
Texas
$339K
RDWM
240
Red Door Wealth Management
Tennessee
$329K
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$320K
NCM
242
Noesis Capital Mangement
Florida
$318K
EWA
243
EverSource Wealth Advisors
Alabama
$317K
Empower Advisory Group
244
Empower Advisory Group
Colorado
$316K
PCMC
245
Paragon Capital Management (Colorado)
Colorado
$314K
GIM
246
Glenmede Investment Management
Pennsylvania
$313K
CIA
247
Capital Investment Advisors
Georgia
$313K
SWM
248
SeaCrest Wealth Management
New York
$310K
KIA
249
KCM Investment Advisors
California
$305K
NFG
250
Nations Financial Group
Iowa
$296K