FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.88B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
IIC
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
Sanctuary Advisors
Indiana
$16.9M
5
AI
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
Stifel Financial
Missouri
$776K
3
DWM
Dechtman Wealth Management
Colorado
$1.25M
4
HP
Hilltop Partners
Indiana
$3.4M
5
ML
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
276
Red Tortoise LLC
Georgia
$200K +$1.37K +46 +0.7%
AF
277
Allworth Financial
California
$195K +$55.1K +1,850 +39%
HR
278
Howe & Rusling
New York
$191K +$23.8K +798 +14%
CAL
279
Capital Analysts LLC
Pennsylvania
$178K +$66.6K +2,240 +60%
OP
280
ORG Partners
Indiana
$177K – – –
PS
281
Planned Solutions
California
$168K +$168K +5,632 New
MA
282
MCF Advisors
Kentucky
$164K -$22.5K -754 -12%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$151K – – –
Jones Financial Companies
284
Jones Financial Companies
Missouri
$146K +$105K +3,522 +254%
NA
285
NewEdge Advisors
Louisiana
$145K +$18K +604 +14%
ST
286
Smithfield Trust
Pennsylvania
$141K – – –
TCM
287
TD Capital Management
Tennessee
$139K +$1.01K +34 +0.7%
KPP
288
Kings Path Partners
Texas
$138K – – –
AWM
289
Abound Wealth Management
Tennessee
$128K +$417 +14 +0.3%
VNA
290
Valley National Advisers
Pennsylvania
$122K -$119 -4 -0.1%
DFA
291
DHJJ Financial Advisors
Illinois
$121K +$417 +14 +0.3%
FHA
292
First Horizon Advisors
Tennessee
$118K +$118K +3,976 New
OCM
293
Osterweis Capital Management
California
$118K -$109K – –
JHCP
294
Jackson Hole Capital Partners
Oklahoma
$113K – – –
BAM
295
Bellevue Asset Management
Washington
$110K +$7.27K +244 +7%
FRA
296
Front Row Advisors
California
$104K – – –
AT
297
Arlington Trust
Alabama
$87.3K – – –
PMFA
298
Plante Moran Financial Advisors
Michigan
$85.6K – – –
ACA
299
Aptus Capital Advisors
Alabama
$83.5K -$7.3K -490 -8%
HNB
300
Huntington National Bank
Ohio
$82.8K – – –
10 11
12
13 14