Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
418 hedge funds and large institutions have $6.77B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 180 increasing their positions, 113 reducing their positions, and 59 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
10% less capital invested
Capital invested by funds: $7.5B → $6.77B (-$734M)
32% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 59
Holders
418
Holding in Top 10
20
Calls
–
Puts
–
Top Buyers
| 1 | +$32.2M | |
| 2 | +$12.9M | |
| 3 | +$10.8M | |
| 4 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$7.59M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$4.7M |
Top Sellers
| 1 | -$222M | |
| 2 | -$16.6M | |
| 3 | -$15.3M | |
| 4 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
-$5.46M |
| 5 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
-$3.59M |