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
ASN
276
Advisory Services Network
Georgia
$224K
ECM
277
Exchange Capital Management
Michigan
$222K
HIS
278
Horizon Investment Services
Indiana
$220K
GRP
279
Global Retirement Partners
California
$219K
SHGA
280
Sand Hill Global Advisors
California
$217K
SSWM
281
Smith Salley Wealth Management
North Carolina
$215K
PCM
282
Pennsylvania Capital Management
Pennsylvania
$212K
IAN
283
Integrated Advisors Network
Texas
$211K
PP
284
Patten & Patten
Tennessee
$211K
MWM
285
Mission Wealth Management
California
$211K
CTWM
286
Cherry Tree Wealth Management
Minnesota
$210K
SIMG
287
Sonora Investment Management Group
Arizona
$209K
IPWA
288
International Private Wealth Advisors
California
$207K
OP
289
ORG Partners
Indiana
$203K
WN
290
Williams & Novak
California
$201K
BAM
291
Bellevue Asset Management
Washington
$193K
MFC
292
Morris Financial Concepts
South Carolina
$184K
US Bancorp
293
US Bancorp
Minnesota
$176K
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$175K
AF
295
Allworth Financial
California
$166K
AF
296
Advisornet Financial
Minnesota
$165K
JFGIW
297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$162K
NA
299
NewEdge Advisors
Louisiana
$159K
DFA
300
DHJJ Financial Advisors
Illinois
$156K