We are live on ! Find out more
FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

444 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 149 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 32

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

18% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 126

10% more funds holding

Funds holding: 402 → 444 (+42)

4% more capital invested

Capital invested by funds: $7.21B → $7.5B (+$288M)

79.98% less ownership

Funds ownership: 159.02% → 79.03% (-80%)

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
80
Increased
149
Reduced
126
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$51.2M
2
Cerity Partners
Cerity Partners
New York
+$20.1M
3
AI
Accredited Investors
Minnesota
+$3.27M
4
IIC
Ironwood Investment Counsel
Arizona
+$3.08M
5
PC
Prairiewood Capital
North Dakota
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$19.7M
2
AA
ALPS Advisors
Colorado
-$8.9M
3
CAM
Cresset Asset Management
Illinois
-$5.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.04M
5
MSFS
Main Street Financial Solutions
Pennsylvania
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
301
First Foundation Advisors
California
$202K +$207K +6,791 New
HR
302
Howe & Rusling
New York
$201K +$10.6K +346 +5%
CAL
303
Capital Analysts LLC
Pennsylvania
$178K -$122 -4 -0.1%
JFGIW
304
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$175K +5,740 New
AF
305
Allworth Financial
California
$171K -$30.1K -987 -15%
BAM
306
Bellevue Asset Management
Washington
$169K +$61K +1,997 +54%
MA
307
MCF Advisors
Kentucky
$164K – – –
AWM
308
Abound Wealth Management
Tennessee
$152K +$25.5K +835 +19%
AWM
309
AE Wealth Management
Kansas
$150K +$154K +5,048 New
ST
310
Smithfield Trust
Pennsylvania
$141K – – –
RTL
311
Red Tortoise LLC
Georgia
$140K -$61.2K -2,003 -30%
TCM
312
TD Capital Management
Tennessee
$139K +$764 +25 +0.5%
KPP
313
Kings Path Partners
Texas
$138K – – –
NA
314
NewEdge Advisors
Louisiana
$132K -$13.3K -434 -9%
ACA
315
Aptus Capital Advisors
Alabama
$130K -$37.3K -1,222 -22%
SIS
316
Sound Income Strategies
Florida
$123K +$46.8K +1,532 +59%
DFA
317
DHJJ Financial Advisors
Illinois
$121K +$275 +9 +0.2%
OCM
318
Osterweis Capital Management
California
$118K – – –
JHCP
319
Jackson Hole Capital Partners
Oklahoma
$112K – – –
BlackRock
320
BlackRock
New York
$104K +$107K +3,508 New
FRA
321
Front Row Advisors
California
$103K – – –
PS
322
Principal Securities
Iowa
$102K +$29.6K +968 +39%
WAG
323
Windsor Advisory Group
Ohio
$88.2K +$90.7K +2,970 New
AT
324
Arlington Trust
Alabama
$87K – – –
PMFA
325
Plante Moran Financial Advisors
Michigan
$85.4K – – –
11 12
13
14 15

FNDA Hedge Fund Activity: Q4 2024 in Review

444 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2024, worth a combined $7.5B — up 4% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new FNDA positions and 32 closed out — a net gain of 48 holders — while 149 added to existing stakes and 126 trimmed.

The largest buyer was Charles Schwab, adding an estimated $51.2M. The largest seller was Sanctuary Advisors, cutting an estimated $19.7M.

  • 444 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $7.5B of Schwab Fundamental US Small Company Index ETF stock for Q4 2024, up 4% quarter-over-quarter.
  • 80 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2024 and 32 closed out, a net change of +48 holders.
  • The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2024 was Charles Schwab, an estimated $51.2M added.
  • The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2024 was Sanctuary Advisors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2024.